The purpose of this article is to provide direction to Outreach users in applying specific criteria and creating a customized view for Accounts.
- Outreach Users
How To Create a Custom View for Accounts
- Access the Outreach Platform.
- Click the Accounts icon (briefcase) in the navigation sidebar.
- On the Accounts page, click Add Filters and add filters as applicable.
- Sort by columns (ascending or descending) as applicable.
- Click Save View.
- Input a name for the new view in the Name field.
- Select the applicable owner from the Owner dropdown menu.
- Select the applicable sharing option from the Sharing dropdown menu.
- Click to enable the Set as my default view option as applicable.
- Click Save.
The new Accounts view can now be accessed for future use.