How To Create a Custom View for Accounts

Purpose

The purpose of this article is to provide direction to Outreach users in applying specific criteria and creating a customized view for Accounts.

Intended Audience: 

• Outreach Users

How To Create a Custom View for Accounts

1. Access the Outreach Platform.
2. Click the Accounts icon (briefcase) in the navigation sidebar.
3. On the Accounts page, click Add Filters and add filters as applicable.
4. Sort by columns (ascending or descending) as applicable. 
5. Click Save View.
   
6. Input a name for the new view in the Name field.
7. Select the applicable owner from the Owner dropdown menu. 
8. Select the applicable sharing option from the Sharing dropdown menu. 
9. Click to enable the Set as my default view option as applicable. 
10. Click Save.
    
    The new Accounts view can now be accessed for future use.