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Views

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Views make it easy to create a saved list of Accounts or Contacts based on any criteria. This is a useful way to keep track of your accounts, prospects in your territory, or accounts that are at specific points in the customer journey.

In a lot of ways, Views work just like Smart Tags, which allow you to create a saved set of filters that you can reuse. In fact, you can use your Smart Tags to power your views instead of creating the same filter multiple times. The fundamental difference is that the Smart Tag is the set of filters and the View is the list of accounts.

Views are saved lists of Accounts and Contacts

Creating a View

There are two ways to create a view. The first one is that you simply filter any list and then save the view.

You will find filters at the top of all lists

Once you filter the list as you need, simply click Save as view on the right side of the page.

It's easy to save new views, or update old ones

Alternatively, you can create a view directly by going through this process:

  1. Click on Accounts or Contacts (depending on the type of view you want to build)
  2. Click the Views tab
  3. Click Create View
  4. Name your View and build your filters (or use an existing Smart Tag)

That's it. Now you have your view, it's in your sidebar, and if you want to make it even easier to access, just favorite it.

The interface for building views is the same as the one for building Smart Tags. The only difference is that you can actually use your existing Smart Tags in your views.

Our filter builder for Views includes the option to include Smart Tags

Adding an Icon to a View

Like Streams, Views can have an icon to make them easy to spot in your sidebar. You can either add an icon to a View while you're setting it up, or afterward by clicking the View icon at the top of the page. You'll see this interface pop up where you can choose a color + icon combination.

Adding an icon is easy

CSV Exports

Any list of Accounts or Contacts can be exported by hitting the little

Duplicating a View

Duplicating a view makes it very easy to adapt an already created view to your needs. This is particularly useful if you want to take a view and only see those criteria for your accounts, for instance.

  1. Find a view you want to update
  2. Click the 3 dots on the top right to open the overflow menu
  3. Choose Duplicate view
Duplicating a view is easy

From there you can edit the View criteria by hitting Edit view in the same overflow menu. If you want to make the view specific to your accounts choose the `Owner ID` property and your user.

Making the view specific to your accounts

Sorting a View

You can sort a View (or any list of Accounts or Contacts) by any property in Variance. To do that simply choose the property and direction using the buttons in the header.

Sorting is easy!

You can also save your sort order with a view either by setting it and hitting save or as part of the edit/creation process.

Save your sort order
Last Updated: 
May 12, 2022