After entering the desired name and description, click on OK. To create the personal view, navigate to the View tab of the Open Opportunities system view and click on Save As the ribbon:Ī query properties box will open so that you may give the personal view a Name and Description. To illustrate this, l will create a personal view of open Opportunities where those with an estimated revenue of $100K or more display in a bold fuchsia font. Using conditional formatting for a CRM view in Outlook 2010 allows you to highlight important records regardless of the sort options applied to the view. If you are using Outlook 2010, you may also apply conditional formatting to personal CRM views. Perhaps you have used conditional formatting in Outlook to change the font size or color of your inbox list based on a condition you define.
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