How to Create, Edit, and Delete Quick Views

How to Create a Quick View

1. Start in Pipeline

2. Apply Filters

3. Click "Save View"

4. And follow the steps

To access advanced filters, click on the 3-dot menu icon (More Icon) to the right of the filters and select Show Advanced Filters.

How to Edit Quick View's Filters

1. Click / Open a Quick View

2. Apply or edit the filters

3. Click Save View and follow the steps

4. You can Create a New Quick View or Update the Current Quick View

Edit a Quick View's Title

1. Hover over a Quick View

2. Click the Edit Icon (Pen Icon)

3. Type in new name

4. Click Save & Update

Delete Existing Workflow Step

1. Hover over a Quick View

2. Click on Edit Icon (Pen Icon)

3. Click Delete Quick View