How to Save and Share Quick View in Leads Manager?

The Quick View feature allows users to customize their Lead Manager and Application Manager dashboards by selecting columns and filters that align with their workflow. Not only can users tailor these views to their specific needs, but they can also easily share them with colleagues. Let’s dive into how Quick View can streamline your tasks and improve collaboration!

Prerequisites:

• Access Permissions: Users must have access to the Lead Manager and Application Manager.
  
  
• Sharing Permissions: Users need permission to “Share Views” to distribute their customized views to others.

Features Overview:

1. Save View: Users can save their desired view configurations, including columns and filters, by clicking on the "Save View" icon placed next to Quick View. This helps in quickly accessing the preferred view for daily tasks.
   
   
2. Seamless View Switching: Users can create multiple views and easily switch between them. By clicking on the desired view from the dropdown menu, users can instantly switch to a different saved view or set a default view for easy access upon logging in.
   
   
3. Share Your View: Users have the option to share their customized views with other users. By clicking on the "share" icon in the My Views dropdown list, users can select specific users to share the view with. They can even choose to set the shared view as the default view for the selected users.
4. Set Default View: Users can set a specific view as their default, which means that each time they log into their account, this particular view will be displayed in the Lead Manager and/or Application Manager.
   
   
5. Quick and Advanced Filtering: Use either the Quick Filter for fast filtering or the Advanced Filter for more detailed customization to refine your view. Once you've set up the filters to display exactly what you need, simply click on "Save View" to store this configuration for future use.

How to Navigate?

1. Access Lead Manager or Application Manager from the platform.

2. Customize your view by adding desired columns and filters.

3. Click on the "Save View" icon placed next to Quick View

4. In the pop-up window, enter the name for the view and optionally set it as your default view.

5. To switch between saved views, click on the desired view from the dropdown menu.

6. If needed, change the default view by clicking on the "Star" icon next to a view.

7. Remove a saved view by clicking on the "delete" icon next to it.

8. Share your view with other users by clicking on the "share" icon and selecting the users you want to share it with.

9. Optionally, mark the shared view as the default view for the selected users.