Creating a team view
Team views are shared across your organization and allow standardized data management. Follow these steps to create one:
- Go to the Customer Engagement section.
- Choose either the Contacts or Companies tab.
- Apply the filters your team needs to see. For example, you might filter by industry type, deal stage, or assigned team member.
- Click the “+” button next to the views section.
- Enter a name for your team view.
- In the View Setup options, select Current State and choose Organization to make it accessible to your team.
- Click Create.
- Your team view is now available for everyone in your organization.
Additional Tips
For more insights and best practices, check out our blog where we share success stories and expert outreach strategies.
Need Help?
If you have any questions, feel free to reach out to our support team. We’re here to help you maximize your outreach success!