How to Create and Customize a Grid View
Learn how to create and customize a grid view by renaming and grouping statuses effectively.
In this guide, we'll learn how to create a new view using a grid format. We'll explore how to organize information by renaming and grouping data based on status categories such as Active, Inactive, and Prospect. This process will help in managing and visualizing data efficiently, allowing for easy access to specific groups and the ability to collapse them as needed.
Let's get started
To create a new view, go to the views section and select the type of view you want to create.
Select the view type you would like to create. We will create a Grid for this example.
To rename the view.
Click the dropdown and select "Rename View."
Type new name. This example will be "Status."
To create customized view.
You can select anywhere outside of the box to save.
Only currently selected status will display. The statuses for this example are Empty, Active, Inactive, and Prospect. As there are no selections for Inactive or Prospect they do not show as a group, once a lead is added to that status we will be able to see additional groups.
