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Modifying the Columns in Saved Views

Article: 000050766
Updated: October 6, 2023

Opportunities help keep your sales data organized. In the Opportunity Manager you'll get a tabular view of all of your opportunity data. Learn how to filter your data and save those filters as a view.

The information displayed in the Opportunity Manager can be customized to suit your needs. You can save this information in individual viewable displays—or views, for short.

In this article, you'll learn how to modify the columns in your saved views, within the Opportunity Manager.


Article Contents

 
Users:
Administrators 
Company Managers 
Marketing Managers  
Sales Managers 
Salespersons 
Jr. Salespersons  


Views and Searches

While the Opportunity Manager comes with a default view -- which displays information relevant to important system fields -- you may find that you want a different view that contains different information. Select the columns you want to display and save them as a view. 

Searches help to further segment the data in your Opportunity Manager. Create an Advanced Search, and filter by Created Date, Updated Date, Status, Assigned To, Stage, Value, and more! Select the data you want to filter in your Advanced search and save that search for future use. 

Mix and match views and searches to get the Opportunity Manager you need. To learn more about Advanced searches read Using Advanced Search in the Opportunity Manager.


 

Selecting Columns

Information in views is displayed in individual columns. The information in these columns comes from available fields, including custom fields. You can choose to display certain columns—or remove them from a view—as you see fit.

To select which columns to display in a view, start from the Sales > Opportunity Manager in the left toolbar.

  1. Click the  Arrow Down Icon  View drop-down menu.
  2. Select the desired view.

    Select the dropdown then desired view

     

  3. Click  12cog.png  Manage Columns.

    Click Manage Columns

     

  4. Select or deselect the checkbox next to the desired field. Repeat as necessary.

    Select or deselect checkboxes

     

     
    Note: Information can only be sorted by one column at a time. To sort multiple columns of information at once, we recommend exporting a list of leads.
  5. Click outside the Manage Columns menu to close it, then click Save.
     
    Important: The Account columns are present in all views and cannot be removed.
  6. Select either of the following options:
     
     Setting Description 
     Create New Saves this view as a new view
     
     Overwrite Overwrites the existing view.
     
         
    Note: You can select any number of fields. Be aware that you will need to scroll right to view columns that appear offscreen.

    Click Save

     


 

Regarding Leads and Opportunities Columns

The Leads and Opportunities columns display information in a slightly different manner than the other columns.

These columns will display the most recently updated contact or opportunity will be listed in the column. Other associated contacts or opportunities will be attached as a number. 

You can click on any of the contacts or opportunities in the columns. You will be redirected to the contact or opportunity in a new browser tab.



Rearranging Columns

You can rearrange how columns are displayed in views. This is done by dragging and dropping the columns in the order that you choose.

To rearrange columns, start from the Sales > Opportunity Manager in the left toolbar.

  1. Click the  Arrow Down Icon  View drop-down menu.
  2. Select the desired view.

    Click the desired saved view

     

  3. Click the desired column and drag the column to the desired position. Repeat as necessary.

    Drag the column to the space desired

     

  4. Click Save.
  5. Select either of the following options:
     
     Setting Description 
     Create New Saves this view as a new view
     
     Overwrite Overwrites the existing view.
     
         

    Click Save


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