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How to Copy Focused Views

  1. Navigate to Leads and Contacts > Focused View
  2. Click the Custom tab to switch to it if it is not already selected.
  3. On the right side of the page, click the Edit View button.
  4. In the view you want to copy, click the Copy View button.
  5. The following copies over:
    • Name
    • Description
    • Column Selection
    • Inclusion rules
    • Exclusion rules
    • Sort Orders
    • Outcomes 




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