How to Create and Manage Views
Creating and managing views in nReach allows you to segment your leads and conversations based on your preferences and current needs, ensuring you never miss a lead or an important conversation. Whether you’re working individually or as part of a team, you can customize a view the system to focus on what’s most important for you and your teammates. This flexibility gives you the ability to view specific leads with tailored information—for example, companies in a specific industry (like DeFi), companies that were recently funded or deployed smart contracts, or contacts attending a specific conference. You can also organize and manage all replies you’ve received effectively. This guide will walk you through creating private, team, and shared organizational views, step by step.
Why Create Custom Views?
Custom views help you:
- Segment leads and conversations based on your priorities, ensuring you focus on what matters most.
- Filter data for specific use cases, such as viewing companies in a particular industry (e.g., DeFi), recently funded companies, or contacts attending a specific conference.
- Share standardized views with your team to enhance collaboration and keep everyone aligned.
- Organize and categorize data effectively to avoid missing leads or important conversations.
Creating Your Own Private View
Adding a Shared Organizational View to your own System
Best Practices for Using Views
- Organize Your Data: Use descriptive names for your views to make it easy to identify their purpose.
- Review Filters Regularly: Ensure your filters remain relevant as your workflow evolves.
- Collaborate Effectively: Leverage team views to keep everyone aligned and working efficiently.