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Outreach Smart View Filter Options

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Chris
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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: 

SV_01.gif

Option Description
List Sort
  • Due At
  • Sequence
  • Local Time
  • Priority
Direction
  • Ascending
  • Descending
Type
  • Manual
  • No Reply
  • Follow Up
  • Sequence Open
  • Sequence Click
  • Sequence Email
  • Sequence Call
  • Sequence Task
  • LinkedIn: View Profile
  • LinkedIn: Interact With Post
  • LinkedIn: Send Message
  • LinkedIn: Send Connection Request
  • LinkedIn: Other
Due at Date Range
  • All
  • Today and Later
  • Until Today
  • Tomorrow
  • Yesterday
  • This Week
  • Last 7 Days
  • Custom Date
Completed Date Range
  • All
  • Today and Later
  • Until Today
  • Tomorrow
  • Yesterday
  • This Week
  • Last 7 Days
  • Custom Date
Priority
  • Urgent
  • High
  • Normal
  • Low
Assigned To
  • You
  • Current User
  • Your Teams
  • Any User
  • Only Certain Users
  • Only Certain Teams
State
  • All
  • Incomplete
  • Complete
  • Skipped
Tags Any available tags.
Account Any available accounts.
Time Zone Any available timezone.
Local Time
  • Anytime
  • Specific Time Range
Prospect Custom Field
  • Available Field
  • Additional Parameters

Outbox:

SV_02.gif

Option Description
From
  • The mailbox that was used to deliver the email.
  • Defaults to the active user.
Mailing Type
  • One-Off
  • Bulk
  • Sequence
Sentiment
  • Positive
  • Neutral
  • Negative
Failure Reasons
  • Mailbox Setup/Sync
  • Email Throttle
  • Missing Variables
  • Prospect OPted Out
  • Other
Bounce Reasons
  • Invalid Email
  • Mailbox Full
  • Rejected By Inbox
  • Message Too Large
  • Flagged as Spam
  • Connection Error
  • Manually Marked As Bounce
  • Unknown Reason
Date Range User-specified date range.
State
  • All
  • Delivered
  • Open
  • Click
  • Replied
  • Scheduled
  • Bounced
  • Unsubscribe

Calls:

SV_03.gif

Option Description
From
  • You
  • Current User
  • Your Teams
  • Any User
  • Only Certain Users
  • Only Certain Teams
Date Range User-specified date range.
Preset Views Any available presets.
States
  • Ringing
  • In Progress
  • Completed
  • Canceled
  • Failed
  • Busy
  • No Answer
Direction
  • Inbound
  • Outbound
Tag Any available tags.
Prospect Tags Any available tags.
Duration
  • All
  • Over 30 Seconds
  • Over 2 Minutes
  • Over 5 Minutes
  • Over 10 Minutes
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:

SV_04.gif

Option Description
List Sort
  • Recently Updated
  • Owner Name
  • Sequence Name
  • Delivery Count
  • Reply Rate
  • Open Rate
  • Click Rate
  • Last Created
  • Last Updated
Direction
  • Ascending
  • Descending
Search Options
  • Favorited by Me
  • Is Transactional
Owner
  • You
  • Current User
  • Your Teams
  • Any User
  • Only Certain Users
  • Only Certain Teams
Tags Any available tags.
Collection Any available collections.
Ruleset Any available rulesets.
Sequence Type
  • Interval
  • Date/Time
State
  • Active
  • Paused
  • Locked
Date Created User-specified date range.
Date Updated User-specified date range.

Templates:

SV_05.gif

Option Description
List Sort
  • Recently Used
  • Owner Name
  • Template Name
  • Delivery Count
  • Reply Rate
  • Open Rate
  • Click Rate
  • Last Created
  • Last Updated
Direction
  • Ascending
  • Descending
Search Options Favorited By Me
Owner
  • You
  • Current User
  • Your Teams
  • Any User
  • Only Certain Users
  • Only Certain Teams
Tags Any available tags.
Collection Any available collections.
State Archived
Date Created User-specified date range.
Date Updated User-specified date range.

Snippets:

SV_06.gif

Option Description
Sort & Group Options
  • Owner
  • Name
  • Last Created
  • Last Updated
  • Asc - Ascending
  • Desc - Descending
Search Options Favorited By Me
Owner
  • You
  • Current User
  • Your Teams
  • Any User
  • Only Certain Users
  • Only Certain Teams
Tags Any available tags.
Collection Any available collections.
Date Created User-specified date range.
Date Updated User-specified date range.

Insights:

See related Insights Articles

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. 

SV_07.gif

Option Description
Grouped By
  • None
  • Role
  • Title
  • Custom Field 1
  • Custom Field 2
  • Custom Field 3
  • Custom Field 4
  • Custom Field 5
Direction
  • Ascending
  • Descending
List Sort
  • First Name
  • Last Name
  • Profile
  • Locked
  • Last Logged In
Search Options Favorited By Me
State
  • All
  • Active
  • Locked
Team Any available team.
Role Any available role.
Mailbox Sync State
  • Any
  • Enabled
  • Disable
Last Login Date
  • All
  • Today
  • Until Today
  • Yesterday
  • This Week
  • Last 7 Days
  • Last 15 Days
  • Custom Date
Minimum Owned Prospects Text field.

Additional Resources:

How To Create a Custom Smart View

Governance Profile Settings Overview

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