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.
There are two ways to create a view. The first one is that you simply filter any list and then save the view.
Once you filter the list as you need, simply click Save as view on the right side of the page.
Alternatively, you can create a view directly by going through this process:
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.
If you toggle on My Accounts or My Contacts and save it as part of a view, it will create a "relative" view for your team. That means that depending on the team member, it will show them only the accounts and contacts they own that fit the set of filters.
It’s not just a toggle, though, it’s actually a filter that you can save as part of the view. So if you set it to My Accounts and hit save view, you’ll create a view where the accounts shown are only the ones that belong to the user who is looking at that 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.
Any list of Accounts or Contacts can be exported by hitting the little
This will also export any values for columns you've chosen to include.
You can always use the main filters to create/filter your view. But in addition, you can click any value in a list or view and filter on that. Just click the little filter icon next to a value and click Apply as filter.
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.
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.
It's easy to add columns to any view or list. Simply choose the columns icon and add column.
And then you can also sort the display order for your columns in the same window.
Just like all other views, you can save these column preferences by simply click Save as view (or Save view if you are updating an existing view).
You can sort a View (or any list of Accounts or Contacts) by any property in Variance. To do that simply click the column and choose the sort order.
If you want to add additional columns, that's easy too, just click the columns icon.