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

• Views and Searches
• Creating A New View
• Swapping Views
• Setting Default 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. 

Creating A New View 

To create a new view, first, make the adjustments you need to the Account Manager table. This can include adding columns, moving column positions, or removing columns. Once the table has the data you need, save it as a view. Do the following: 

1. Click Sales > Accounts in the left toolbar.
   
   

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2. Optionally, click Manage Columns. 
   
   

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3. Modify the table's columns as needed. 
   
   

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4. Drag and drop columns as needed.  
   
   

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5. Click Save or click +Create View. 
   
   

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6. Enter a title for your new view. 
7. Decide whether or not to make this new view your Default View.
8. 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, click the    View drop-down menu and choose the view you'd like to switch to.

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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, click the    View drop-down menu, hover over the desired view, and click     Make this your default view.

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