Organize, track, and manage your Clients using Views that support every step of your business process. Customize views to keep your team synced, efficiently move clients and projects through their lifecycle, and save time by effortlessly performing bulk actions.

What are Views?

A View is a customized list of clients, organized and filtered by criteria like status, tags, and pipeline stages. There are two types of views:

• Preset views are default views built into your CRM. They are designed based on the most common use cases and can be a starting point. Preset views are not customizable and cannot be edited or deleted.
• Custom views are views that the business can create based on existing or custom available information to suit its unique needs, such as a sales pipeline, project stages, and more. 

Views use cases

• Sales pipeline: Build views to track leads through the sales funnel, ensuring timely follow-ups.
• Service life cycle: Create views for clients at different service stages to manage ongoing relationships.
• Client buckets: Organize clients with similar needs or interests to streamline communication and improve service delivery
• Tag-Based views: Using tags like "Upsell Opportunity" or "VIP clients" to group clients makes managing and prioritizing easier.

Create a new view

You can create a new view by starting from scratch or saving an existing one as new.

Creating a new view from scratch

1. Open the platform.
2. Click Clients.
3. Click on the New and select View.
4. Give your View a name and description in the 'New View' window.
5. Select between 'Only me' and 'All Staff' visibility to choose who can see this View. 
6. Click 'Save' to generate the new View.

Saving a view as new

1. Open the platform.
2. Click Clients.
3. Select the View you want to change/duplicate
4. Add/remove filters as needed
5. Click "Save" to update the filter changes to the existing View, or use the drop-down arrow to "Save as New" to keep the current View and save the changes to a new view.
6. Update the view name, description, and visibility.

Filtering views

1. Open the platform.
2. Click Clients.
3. Go to the View you wish to add / edit filters
4. Click on Filters
5. Choose from the existing filters:
   • Popular: Tags, Statuses, Source, Last activity, and Creation date. 
   • Contact information: Name, Age, Address, Birthday, and more.  
   • Marketing preferences: opt-out, invalid emails, etc. 
   • Smart filters: Open payments / Pending estimates / Approved estimates or Marked for follow-up.
   • Custom fields: These are fields you can add to all your clients from the contact settings and use to filter your tailored view.
     
     Learn more: to learn more about custom fields, check out the Managing Client Info Activity article
6. Click Save / Save as new to keep the filter changes.  
7. Give your new saved view a description and decide if it’s also available to your staff.

Adjusting columns

You can decide which columns appear in each of your views.

1. Open the platform.
2. Click Clients.
3. Click on the relevant View.
4. Click on Columns
5. In the open window, add/remove columns by checking/unchecking the box beside it.
6. Hover over the left side of the columns and use the drag-and-drop icon to reorder the columns.   
7. Click done to save your change.

Managing views

Create, save, reorder (drag & drop), close, and delete views to create your ideal workspace. You can create and save as many views as you need but can present up to 7 views at one time.

• Click the ‘More’  (three-dot icon) on each view to view its information, edit it, or delete it.
• Click on the X to close the view (closed views can be accessed from the additional views list.
• Click the ‘+views’ arrow on the right side of your views.

Note: Preset view filtres can’t be changed or deleted. Use the save as a new option to apply and save filters on preset views.

Sorting views

You can sort your views in ascending or descending order by clicking the down/up arrow on the right of the column you wish to sort by.
Not all columns can be used to sort your views.

Bulk actions

You can use your views to perform actions on multiple clients

1. To select all the clients in a view, check the box on the top left of the list. Use the arrow on the right to select all clients on a specific page, or check the boxes to pick the clients manually.
2. Once selected, a bulk action menu will appear above the table, allowing you to ‘Invite via email’, ‘add tags’, ‘Change status’, and more.

Best practices

• Start with preset Views: Use preset views as a base and customize them as needed.
• Customize columns: Show only essential details in each view, like deal size or last contact.
• Keep it simple: Limit the number of views to avoid clutter and confusion.
• Use clear names: Label views like “Leads to Contact” or “VIP Clients” for quick access.
• Review regularly: Adjust or remove views as your business needs evolve
• Instant Views: Filter and create views to perform one-time bulk actions