Deleting Views from the Account Manager

The information displayed in the Account Manager can be customized to suit your needs. You can save this information in individual viewable displays—or views, for short. If a view is no longer needed, it can be deleted from the Account Manager. 

In this article, you'll learn how to delete views from the Account Manager.

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Article Contents

• Views and Searches
• Deleting Views

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Views and Searches

While the Account Manager comes with a default view -- displaying the account name, created date, account owner, associated contacts, and associated opportunities -- you may find that you want a different view that contains different information. Select the columns you want to display and save them as a view. 

Searches help to further segment the data in your Account Manager. Create an Advanced Search, and filter by Created Date, Updated Date, Status, Assigned To Name, Stage, Value, and more! Select the data you want to filter by in your Advanced search and save that search for future use. 

Mix and match views and searches to get the Account Manager you need. To learn more about Advanced searches read Using Advanced Search in the Account Manager. 

Deleting Views

To delete a view from the Account Manager, do the following:

1. Click Sales > Accounts in the left toolbar.
   
   

   Click to enlarge.

2. Click the View drop-down. 
3. Click the    Edit icon next to the view you want to remove. 
   
   

   Click to enlarge.

4. Click Delete View.
   
   

   Click to enlarge.