The purpose of this article is to provide direction to Outreach users in saving a customized view for future access.
- Access the Outreach Platform.
- Click the Prospects icon on the navigation sidebar.
- On the Prospects landing page, click to Add Filters, Search, and Sort Columns as applicable.
- With the desired view customized, click Save View.
- Input a name for this view.
- Click to enable the applicable Visibility option.
Note: To make this view default, click to enable the Make This My Default View option.
- Click Save.
The saved view is now accessible in the Views dropdown menu. For more information on accessing saved views, adding filters, searching, or sorting columns in the Prospects List View, refer to the applicable articles.