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How to Create and Edit List Views

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How to Create and Edit List Views: https://help.pm.leapevent.tech/a/839894

This article will walk you through how to create a new List View, as well as how to edit an existing List View. If you aren't quite sure what a List View is, check out this article all about List Views first.

This is a List View

List Views allow you to see a filtered list of records, such as Contacts, Accounts, or Donations.  You can create a new List View, or edit an existing List View to meet the criteria you're looking for.

How Do I Create a new List View?

How do I edit an existing List View?

Want to learn more about list views? Salesforce has a great video for you!

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