Open navigation

How to Copy Focused Views

  1. On the left navigation, click Leads and Contacts > Focus View
  2. Choose the Custom sub tab. 
  3. On the right side of the page, click Edit View
  4. Within the view you want to copy, click Copy View
  5. The following copies over:
    • Name
    • Description
    • Inclusion rules
    • Exclusion rules
    • Sort orders
    • Outcomes
    • Teams




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