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Custom Views Creation

Simple steps to organize your daily work and acquisition process, setting up customized views

Creating Views is included in Professional and Accelerated tiers.

Standard accounts have 1 default view. Compare plans here

Steps

In order to create a custom view, the first step is to determine what fields are important to see:

Depending on the module, the system has between 10 and +70 fields that are categorized in multiple groups to make easier for the user to find and play around. Here you can read more about Fields 🎉

Once the user gets the information required to achieve a given step in their acquisition process, now is time to save this as a new View

  1. Click the cog icon ⚙️
  2. Then Save As (in order to avoid the override of the previous selected view) 
  3. Give the new view a proper name, and that's it! 

If a view has relevant filters applied at any given field, then remember to check the appropriate checkbox before saving. If you want to know more about views, fields and filters, check this article.