Views are a great way to get a filtered list of deals based on certain criteria. Whether you want to pull the list of deals that are open, or the list of deals with a big deal value, you can use views to get the filtered list of records.
Freshsales gives you a few default views. In addition to these default views, you can create your own views and access it anytime from the Views drop down. You can also share the custom views with your team. However, users can view only those deals that they have access to.
Open deals - Lists the deals that are still in progress.
My deals - Lists the deals assigned to you.
My Territory deals - Lists the deals belonging to your territory.
Recent deals - Lists the deals created in the last 30 days.
You can find the views created by you, or shared with you, above the default views. Freshsales gives you 4 sample custom views, based on the deal stage and deal value.
- Lost deals - Lists the deals whose deal stage is Lost.
- Cold deals - Lists the open deals that were created before 3 months.
- Hot deals - Lists the deals whose deal value is greater than $999.
- Won deals - Lists the deals whose deal stage is Won.
At any point of time, you can delete and modify these views by adding more filter criteria from the Filter section.
Learn more about how to add custom views for deals.