How do I share Smart Views?

Created by Joel Sandi, Modified on Mon, 9 Feb at 11:02 PM by Alsabana Sahubarali

Objective

Share a custom Smart View -- a saved pre-filtered list of Outreach objects -- with your colleagues.

Outreach Users

In the Outreach platform, access the list view where your Smart View is saved.
From the dropdown at the top of the list, find and mouse over your applicable view.
To the right of your view's name, click the ⋯ (more) menu.
Click Edit.
In the Sharing field, select Available to all. This ensures your view is found and accessible to other users in your Outreach instance.
Optionally add a Category to group smart views for different purposes.
Click Save to finish.

Once the sharing setting is configured, there are 2 simple ways for others to access your Smart View:

Inform your colleagues of your saved view's name. They will be able to search for, find, and open it from the applicable Colleague views or Category list view in the Outreach platform.
Copy and share the view URL. With your saved Smart View open, copy the URL in your browser's address bar, which contains a unique numerical identifier for your view. You can paste this URL in communications to make it directly accessible to any users in your Outreach instance.

Note: If your org has multiple Outreach instances, be sure to let colleagues know which instance the view you are sharing is associated with.