You can save, share, and hide lists created in Upsales.
Click the feature in the navigation bar where you want to view data.
Then click the dropdown arrow next to the list name. This opens any lists saved or shared with other users or roles:
Lists can only be deleted by the list creators. However, you can hide them:
- Click the dropdown next to the list name
- Hover your mouse over the shared view you want to hide
- Click the eye icon:
To find and unhide your hidden views:
- Select the dropdown arrow next to the list name
- Click the Hidden list link:
- Click the list you want to show