How to Create Custom Views in Deals Module  

Follow the below steps to create Custom Views in Deals Module 

Step 1: Log in to your CRM account 

Step 2: Click on Deals on the Top Menu Bar 

Step 3: Click on the three lines on top left corner to access Custom Views & Click on +Custom View 

Step 4: On the left side, Enter the name of the Custom View, below that choose the fields you would like to see in the module view from the Available Fields section and Click on the arrow pointing to the right side to bring them to the Selected Fields section 

Step 5: On the right side, set up the conditions and Order for the records, you can also setup relation between two conditions like AND, OR, AND NOT, & OR NOT 

Step 6: Once done, Click on Save