Purpose:
The purpose of this article is to provide information to Outreach Users regarding the available Smart View sort and filter options.
Intended Audience:
- Outreach Users
Notes:
- Some Outreach views and options require admin-level governance permissions. If the options outlined are unavailable, contact the Org's Outreach Administrator as applicable. For more information regarding governance profile settings, refer to the Governance Profile Settings Overview article.
- For more information on creating a custom smart view, refer to the How To Create a Custom Smart View article.
- This article is applicable for the following Smart Views:
- Tasks
- Outbox
- Calls
- Sequences
- Templates
- Snippets
- Insights
- Users
Smart View Filter Options:
Users can find the following sort and filter options within the corresponding Smart View.
Tasks:
Option | Description |
---|---|
List Sort |
|
Direction |
|
Type |
|
Due at Date Range |
|
Completed Date Range |
|
Priority |
|
Assigned To |
|
State |
|
Tags | Any available tags. |
Account | Any available accounts. |
Time Zone | Any available timezone. |
Local Time |
|
Prospect Custom Field |
|
Outbox:
Option | Description |
---|---|
From |
|
Mailing Type |
|
Sentiment |
|
Failure Reasons |
|
Bounce Reasons |
|
Date Range | User-specified date range. |
State |
|
Calls:
Option | Description |
---|---|
From |
|
Date Range | User-specified date range. |
Preset Views | Any available presets. |
States |
|
Direction |
|
Tag | Any available tags. |
Prospect Tags | Any available tags. |
Duration |
|
Purpose | Any available purpose. Note: For more information regarding call purposes, refer to the applicable article. |
Disposition | Any available disposition. Note: For more information regarding call dispositions, refer to the applicable article. |
Sequences:
Option | Description |
---|---|
List Sort |
|
Direction |
|
Search Options |
|
Owner |
|
Tags | Any available tags. |
Collection | Any available collections. |
Ruleset | Any available rulesets. |
Sequence Type |
|
State |
|
Date Created | User-specified date range. |
Date Updated | User-specified date range. |
Templates:
Option | Description |
---|---|
List Sort |
|
Direction |
|
Search Options | Favorited By Me |
Owner |
|
Tags | Any available tags. |
Collection | Any available collections. |
State | Archived |
Date Created | User-specified date range. |
Date Updated | User-specified date range. |
Snippets:
Option | Description |
---|---|
Sort & Group Options |
|
Search Options | Favorited By Me |
Owner |
|
Tags | Any available tags. |
Collection | Any available collections. |
Date Created | User-specified date range. |
Date Updated | User-specified date range. |
Insights:
Users:
Note: This option is only available to Outreach Admins and Users where the applicable governance profile is enabled. For more information regarding governance profile settings, contact your Outreach Admin as applicable.
Option | Description |
---|---|
Grouped By |
|
Direction |
|
List Sort |
|
Search Options | Favorited By Me |
State |
|
Team | Any available team. |
Role | Any available role. |
Mailbox Sync State |
|
Last Login Date |
|
Minimum Owned Prospects | Text field. |