Skip to main content
Salesloft Knowledge Base Clari Knowledge Base Office Hours Salesloft.com
Neesha Modi
New Contributor
November 13, 2024

Saving Group Layout

Is there a way to save group view in terms of layout? So they are either listed by filters or on the left hand side. 

    This topic has been closed for replies.
    Kenna
    Salesloft Employee
    Kenna
    Salesloft Employee
    November 14, 2024

    Hi, ​@Neesha Modi! Are you saying you would like to keep the Groups that you apply to a View? If so, then you can save the View that way (after adding your groupings) to keep them saved. Do note that if the View is shared, then the groupings that you save will impact other users who use that View too.

    Kenna Valdez, Manager, Customer Community, Clari
    Neesha ModiAuthor
    New Contributor
    November 15, 2024

    ​@Kenna then this may need to be a ticket. The layout doesn’t save even though it’s not a shared view and I am logged in as the user. 

    Kenna
    Salesloft Employee
    Kenna
    Salesloft Employee
    November 18, 2024

    Hi, Neesha. Okay, so it sounds like this is a private (not shared) View and you are impersonating this user to apply these groupings for them. Is that right? Have you clicked the Save button in the upper right after you apply the groupings?

     

    Kenna Valdez, Manager, Customer Community, Clari
    Terms & ConditionsAccessibility statement