Smart Views – Feature Guide

1. Feature Overview

The Smart Views page lets you access your accounts, leads, opportunities, activities, and tasks 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 –

• Give sales users a single work area for accessing accounts, 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. Click the downward arrow icon alongside the default tabs to open the List All Tabs menu.
2. In the menu, click the Add New Tab link.
3. In the Add New Tab pop-up enter –
   1. Type  – Set the tab up to display accounts, leads, opportunities, activities, or tasks.
   2. Name – Enter a name for the tab and select a colour.
   3. Description – Enter a description
   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 then click the Set Criteria button. You can set multiple conditions if required.
5. Click Save.

This example shows you how to set up a lead tab where the ‘Last Activity’ is ‘Email Bounced’ –

4. Other Actions

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

• Subscribe to the Smart Views report
• Edit the Smart Views tab
• Delete the Smart Views tab
• Hide the Smart Views tab from your users

5. Select Columns and Manage Filters

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

1. On the Smart Views page, navigate to the Actions menu, then click Select Columns.
2. On the pop-up, click Show All.
3. Click the checkboxes alongside the fields you want to display, and then click Save.
4. The selected field will now show up on the grid.

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

1. On the Smart Views page, click Manage Filters.
2. On the pop-up click View All.
3. Click the checkboxes alongside the fields you want to use as filters, and then click Save.

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.

Alternatively, you can just click the Subscribe to this report checkbox under the tab you want to receive a daily report for –

Any Questions?

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