Follow the below steps to Share/ Assign Personal Views

Click here to know, How to create Personal Views in CRM?

Now will Share/ Assign the “Important Leads” Personal View, which I created in my Last Post.

Open Advanced Find, Look for: Leads and Click on Saved Views.

Share:

1.You can see the list of all Personal Views for Leads Entity. Select the required Personal View and click on Share button on Ribbon.

2.Click on Add User/ Team to add the required User or Team, for whom you want to share Personal Views.

Click on Add.

3.Give the required permission on this view for the User or Team and click on Share.

Assign:

Click on Advanced Find and select required Entity under Look for and click on Saved Views.

1.Select required view and click on Assign Saved Views.

2.By default, Assign to is set to Me. Select Assign to User or team.

Add the required User or team and Assign.

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