Steps to create a custom view in Deals module in Vryno CRM

1.   Login to Vryno CRM:

• Access your Vryno CRM account by logging in with your credentials.

2. Navigate to Deals Module:

• Click on the “Deals” module in the main navigation.
  

3. Create a Custom View:

• Click on the dropdown in the top-left corner and select “+ Custom View.”
• Provide details such as Custom view name.
• Choose relevant fields from Available Fields which you would like to see in Selected Fields.
• Establish conditions based on which you would like to filter data.
• Sort data based on fields from the “Order By” section.
• Click on “Save.”

4. Setting a Custom View as Default Custom View:

• Mark as Default:
• Click on the star icon next to the custom view to set it as the default.

5. Editing a Custom View:

     1.Access Custom Views:

• Click on the dropdown in the top-left corner.
• Click on the three dots next to the custom view to edit.
• Select “Edit.”

      2.Make Changes:

• Modify the required fields or criteria.
• Click on “Save.”

  3.View Module Update:

• The module will reflect the changes made to the custom view.

Deleting an Existing Custom View:

1. Access Custom Views:

• Click on the three dots next to the custom view you wish to delete.

2. Delete Custom View:

• Select “Delete” to remove the existing custom view.