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Interviews Tile: How can I group my interviews by opportunity or respondent?

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The Interviews view allows you to group the published interviews by respondent or by opportunity. Grouping by respondent shows details for each individual interview. Grouping by opportunity allows you to see aggregated details for opportunities with more than one interview. 

In This Article:

 

Location

  1. Select Dashboard.

  1. On the Interviews tile, select Go to details.

  1. Click on the Options menu.

  1. Select Settings.

 

Group interviews by opportunity.

  1. Select Group interviews by opportunity.

  1. Click Save.

  1. The Interviews view will aggregate results by opportunity.

  1. The tile header will show how many interviews there are for that opportunity.

 

Group interviews by respondent.

  1. Select Group interviews by respondent.

  1. Click Save.

  1. The Interviews view will show details for each interview separately.

  1. The tile header will show the contact’s name.

 

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