Description
Custom Views allow a different look at Opps pipeline, with personalized saved filter parameters, columns, sort order, etc.
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Points of Interest
- The "Won YTD" view was selected in the upper right box, automatically changing the filter parameters to show only Opps with status "Won" and Close Dates in the current year.
- This view includes different columns than the Default view.
- The display is currently sorted by the "total $" column, which is the sum of the "Initial $" column and all recuring revenue (Annual $ x Yrs).
