Discover ANC CRMCapabilities
Views
Pre-built table and kanban views — what each one shows and how it's used.
Views
Views are saved table, kanban, and calendar configurations. The CRM ships with views built for the workflows teams actually run.
Proposal and bid views
| View | Type | What |
|---|---|---|
| Proposal Pipeline | Table | Daily queue, sorted by proposal due date |
| Estimation & Proposals | Table | The proposal team's daily queue, including priority, proposal stage, and pricing complete |
| Bid Tracker | Kanban | Drag cards from RFP Received through Won, Lost, or No Bid |
| My Active Bids | Kanban | Per-user bid board |
| Backlog | Table | Won deals, sorted by substantial completion date |
| Win/Loss by League | Table | Won, lost, and no-bid deals grouped by league |
Executive revenue views
| View | What |
|---|---|
| Pipeline by Business Unit | Table, grouped by business unit |
| Revenue Forecast | Table, forecasted opps ≥ 50% probability |
| Top Open Deals | Table, sorted by deal value |
How to create a view
- Open any object (Deals, Companies, etc.)
- Apply filter + sort + columns
- Click "Save as view"
- Choose Table / Kanban / Calendar
Views can be shared by URL inside the workspace.
Sharing a view
Open the view, copy the browser URL, and send it to a teammate who has CRM access. They will land in the same saved view.