How to filter a current view to create a new one.
This can be done from your “All Contacts/Companies/Opportunities” or your “My Contacts/Companies/Opportunities” views. You can always create a new view from scratch, but often times it’s just easier to modify an existing view and saving it as a new one. These steps will walk you through the basics.
Step One: Enter the manager that you would like to create a new view for. You will see that prophet has already selected a view by default.
Step Two: Filter as many columns as you like, click “Ok” to save each filter. In the video, the contacts are being filtered by region, in this case to only show contacts from California.
Step Three: Once you have made all the selections that you’d like to save, go up to the view selector, open up the drop down menu, click on “Tools” and “Save View As”.
Step Four: You should see a window pop up, enter the name you would like the view to be saved as. In the case of the video, it was named “My California Contacts” and click “Ok” to save the view.