Скачать или смотреть Work with List Views | Lightning Experience for Salesforce Classic Users

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Lightning Experience for Salesforce Classic Users

Create a list view, change the status of multiple opportunity records, and view opportunity status in Kanban
You closed a dazzling array of accounts at a recent trade show event. Opportunities that were stuck in the quote stage prior to your work are now won and can become active accounts. You're ready to see all your recently won opportunities in a single list view. Create a list view called Recently Won. In the new list view, update your records to reflect your recent success. Then review the status of all your opportunities in the Kanban view.
Go to the Opportunities tab
Create a new list view named Recently Won and choose whether you want others to see it or just you (be sure to Save your work)
Select all records at the stage Proposal/Price Quote
Change Stage for all selected records to Closed Won (be sure to Save your work)
Add a filter to see only records at the stage Closed Won (again, don't forget to Save)
From the List View dropdown menu, select My Opportunities
Display the status of all your opportunities in Kanban (Note: we won’t test for the Kanban view)