Smart Views – Feature Guide

1. Feature Overview

The Smart Views page lets you access your relevant accounts, leads, opportunities, activities, and tasks comprehensively in one place. Configure the views based on your business requirements (using Advanced Search to create conditions), and share them with users across your organization.

Here are some added benefits –

• Gives sales users a single work area for accessing leads, opportunities, activities and tasks.
• Provides a better alternative to quick filters – you can view your saved filters as tabs and apply filters and sort orders per tab.
• Shows you the count of leads on each tab.
• Automatically refreshes so your tabs are always updated.

You can also receive daily reports for the views you create. So if you want a daily report for new leads added, pending tasks for the day, sales tasks completed yesterday, activities posted yesterday, etc., all you need to do is set up a view and subscribe to the report (For more details, see the ‘Subscribe to Smart Views Reports’ section of this article).

For more details on Smart Views, refer to the following articles –

2. Default Tabs

You’ll see the following tabs on the Smart Views page by default – My New Leads, My Leads with Pending Tasks, My Engaged Leads and My Customers. You can search for leads and apply filters within each tab, edit the search conditions and also hide or delete the tabs you don’t want to see.

3. Create a New Tab

1. Navigate to Lead Management>Smart Views.
2. Click the plus icon on the top right corner of the Smart Views page, alongside the tab headers.
3. In the Add New Tab popup enter –
   1. Name – Enter a name for the tab.
   2. Description – Enter a description.
   3. Type  – Set the tab up to display accounts, leads, opportunities, activities, or tasks. Select the colour of the tab.
   4. Condition – Lets you set up conditions according to your use case (E.g., leads who opened a particular email campaign, leads who visited a particular webpage, etc.).
4. Click Add. You can set multiple conditions if required.
5. Click Create Tab.

This example shows you how to set up a lead tab where the ‘Lead Activity’ is ‘Email Link Clicked’ –

4. Edit or Delete Smart Views Tab

Additionally, to perform the following actions on your Smart Views tab, under the tab, click Info Tab –

• Edit the Smart Views tab
• Delete the Smart Views tab

5. Select Columns and Manage Filters

You can customize the Smart Views grid to display relevant columns.

1. On the Smart Views page, click the Manage Columns icon on the top-right corner of the lead grid.
2. On the Select Columns pop-up, click the checkboxes alongside the relevant fields in Available Columns.
3. The selected fields will be displayed on the Selected Columns section of the pop-up.
4. Click Save.
5. The selected field will now show up on the grid.

You can pin columns to move them to the front of the grid and freeze them in place. Pinned columns remain visible and do not move or get hidden when scrolling through the grid. You can pin up to four columns, with two primary columns pinned by default.

1. Click the Pin icon alongside the relevant selected column to pin it. The field will move under the Pinned Columns section.
2. Click and hold the Move icon to reposition the field within the column as per your preference. This can also be done in the Scrollable Columns section to rearrange the fields in the grid.
3. Once you’ve selected and pinned the columns, click Update.

Click Restore Default if you want to bring back the default view.

You can also add your own filters to any Smart Views tab. Note that only dropdown type fields can be used as filters. Dependent dropdown fields are also supported.

1. On the Smart Views page, click the Filter button above the lead grid.
2. Select the relevant default filter or click Configure Fields to add more filters to the list. Click Update to add the fields as filters.
3. To search for entities based on the filter, click the Filter icon and select the relevant filter.
4. Then select the value from the dropdown. Once the value is selected, click anywhere outside the dropdown to retrieve the results.

You can also pin your frequently used filters. Pinned filters appear next to the Filter icon. You can pin upto five filters by clicking the Pin icon alongside the relevant filter. Search for entities with this filter any time.

6. Subscribe to Smart Views Reports

You can subscribe to the Smart Views Daily Report that summarizes the latest accounts, leads, activities and tasks added to your smart views filters.

1. Navigate to My Profile>Settings>Profile>My Report Subscriptions and click the checkbox alongside Smart Views Summary.
2. Click the Select Views link to choose which smart views filters you want to be displayed in your report.

Any Questions?

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