The Custom View - Quick Query Follow

Topics Covered:

A. Predefined Custom views
B. Create Custom views

With Salesmate you can create custom views to filter data according to various conditions you use day in day out. Salesmate comes preloaded with various predefined views.

This empowers you to create custom views combining the system as well as custom fields created by you in Salesmate.

A. Predefined Custom views:

• Contacts
• All Contacts
• My Contacts
• New Last Week
• New This Week
• Recently modified contacts

• Companies
• All Companies
• My Companies
• New Last Week
• New This Week
• Recently modified companies

• Deals
• My Open Deals
• My Overdue Deals
• Deals I am following
• All Deals
• All Open Deals
• Won Deals
• Lost Deals
• Deals closing Next Month
• Deals closing This Month

• Activities
• My Open Activities
• My Overdue Activities
• Activities I am following
• All Open Activities
• All Closed Activities

You can create custom views based on various business scenarios for Contacts, Companies, Deals, and Activities:

For example:

• A real estate agent would like to filter this list according to locations/property types
• Thus you can create a custom field for property type and use it in your filter to access your data according to property types

B. To create a custom view:

If you use similar filtered records frequently, you can quickly create a View for future usage, Once you filter any of the records and would like to refer to this filtered list time and again you can save it as a view.

• Set the filter criteria.
• Click on Save as a View.
• Give it a Name & Save

These views can be private or shared among all users. Select checkmark Box to Share views with teammates.

Find customized views under My Views and your Teammates can view it under Shared views.