Using Views in 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.

This article will detail how to use views in the Account Manager.

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Article Contents

• Creating Views
• Swapping Views
• Selecting Columns
• Rearranging Columns 
• Editing Views
• Deleting Views
• Setting Default Views

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Users:

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

Creating Views

While the Account Manager comes with a default view and displays information relevant to important system fields, you may find that you want a different view that contains different information. You can create views that cater to your information needs.

To create a view, do the following:

1. Click Sales > Accounts in the left toolbar.
   
   

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2. Click + Create View.
   
   

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3. Enter a name for the view in the Name this view field.
4. Optionally, click the Make this my default view checkbox.
5. Click Save.
   
   

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Swapping Views

You can swap between the default view and created views at any time.

To swap between views, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Click the    View drop-down menu.
3. Select the desired view.

Selecting Columns

Information in views is displayed in individual columns. The information in these columns comes from available fields, including custom fields. You can choose to display certain columns—or remove them from a view—as you see fit.

To select which columns to display in a view, do the following:

1. Click Sales > Accounts in the left toolbar. 

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2. Click the    View drop-down menu. Select the desired view.
   
   

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3. Click    Manage Columns. Select or deselect the checkbox next to the desired field. Repeat as necessary.
   
   

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4. Click outside the Manage Columns menu.
5. Click Save.
   
   

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6. Enter a name for the view in the Name this view field.
7. Optionally, click the Make this my default view checkbox.
8. Click Save. 
   
   

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Note: Information can only be sorted by one column at a time. To sort multiple columns of information at once, we recommend exporting a list of leads. 

Important: The Account columns are present in all views and cannot be removed.

You can select any number of visible, account, or custom fields. Be aware that you will need to scroll right to view columns that appear offscreen.

Regarding Contact and Opportunities Columns

The Contact and Opportunities columns display information in a slightly different manner than other columns.

These columns will display the most recently updated contact or opportunity will be listed in the column. Other associated contacts or opportunities will be attached as a number. 

You can click on any of the contacts or opportunities in the columns. You will be redirected to the contact or opportunity in a new browser tab.  

Rearranging Columns

You can rearrange how columns are displayed in views. This is done by dragging and dropping the columns in the order that you choose.

To rearrange columns, do the following:

1. Click Sales > Accounts in the left toolbar.

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2. Click the    View drop-down menu.

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3. Select the desired view.
4. Click the desired column.
5. Drag the column to the desired position. Repeat as necessary.
   
   

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6. Click Save.
   
   

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7. Enter a name for the view in the Name this view field.
8. Optionally, click the Make this my default view checkbox.
9. Click Save.
   
   

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Editing Views

You can edit basic view information at any time.

To edit basic view information, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Click the    View drop-down menu.
3. Hover over the desired view.
4. Click    Edit.
5. Enter a name for the view in the Name this view field.
6. Optionally, click the Make this my default view checkbox. 

Deleting Views

You can delete views you no longer need at any time.

To delete views, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Click the    View drop-down menu.
3. Hover over the desired view.
4. Click    Edit.
5. Click Delete View.
6. Click Delete.

Setting Default Views

You can set a specific view to load when you open the Account Manager.

To set a specific view as the default view, do the following:

1. Click Sales > Accounts in the left toolbar.
2. Click the    View drop-down menu.

3. Hover over the desired view.

4. Click     Make this your default view.