To create views
- From the Salesforce drop-down menu, select Apttus Proposal Management and go to the Proposals tab.
- Click the Create New View link.
- In the Enter View Name section, enter a mandatory View Name and a View Unique Name.
- In the Specify Filter Criteria section, specify the filter options to narrow down to your preferred view for proposals. For example, you can choose to view only those proposals for a specific Account.
- In the Select Fields to Display section, from Available Fields, select one or more options and click the icon to move to Selected Fields.
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In the Restrict Visibility section, select one of the following:
- Visible only to me
- Visible to all users (Includes partner and customer portal users)
- Visible to certain groups of users
- To save the view, click Save .
