I am using the CRM template in the work managment platform. When I try to create a results view on the CRM template, it does not show up as an option. Is this not an option for the CRM template? We are using a contact for to create the contacts and deals in the CRM.
Hi @ashleyME ,
So strange - never noticed that before! But we just tested and yes, it looks as though the results view is ‘unavailable’ from the CRM template boards. If you find yourself with a handful of questions and just want someone to talk to about it, don’t hesitate to reach out: