1. Login to Vryno CRM Account: Navigate to the Vryno CRM login page and enter your credentials to access your account.
2. Go to Deals Module: Once logged in, locate and click on the “Organisations” module in the main navigation menu.
3. Select All Fields: From the dropdown menu in the top-left corner, select “All Fields” to display comprehensive Organization’s information.
4. Apply Filters: Select the three lines (usually representing menu options) and apply filters based on your specific needs.
5. Click on Action: Locate and click on the “Action” button to access additional functionalities.
6. Save View as New: Within the Actions menu, choose “Save view as New” to preserve the current grid view with applied filters.
7. Type Custom View Name: A prompt will appear; enter a custom name for your view, such as “QSQT’s Organisation.”
8. Click on Save: Click the “Save” button to store the customized view under the specified name.
