Views are saved sets of search criteria. Users can use the seeded view provided with Oracle Proposals, or can create their own views.
Note: A saved view created in the Proposals page is not visible/accessible in the Proposals bin of the Sales Dashboard page and in the Proposals page when navigated from the Proposals shortcut on the Sales Dashboard page. Saved Views work at the page level.
Table C-1 describes the seeded view for Oracle Proposals.
View | Description | Columns Displayed | Default Seeded View |
---|---|---|---|
My Proposals | Displays proposals where the user is in the sales team of the proposal. Proposals are sorted by age (descending) and five rows are displayed. |
|
Yes |