# Views

A **View** is a filtered dataset of accounts based on specific criteria you define. Think of it as your workspace for identifying high-intent leads, tracking account behavior, or monitoring specific segments of interest.

#### You can use Views for:

* Filter down to the data that matters to you.
* Qualify leads/accounts using custom conditions.
* See key metrics like scores, touchpoints, and trends.

Each **View** gives you a real-time, filterable look at accounts or contacts that meet specific criteria

### What's in a View?

At the top, you'll see:

* **View Title** — You can rename it anytime.
* **Search Bar** — Quickly find a specific record within the view.
* **Filters** — Click the **Filter** button to change the logic powering the view (e.g. "Score > 70", "Industry = SaaS").

Once your view is configured, you'll see a sortable table of matching records.

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### Table Columns

The default columns help you evaluate, prioritize, and act on your leads:

| Column            | Description                                                              |
| ----------------- | ------------------------------------------------------------------------ |
| **Account**       | Company name and domain. You can click into details or explore activity. |
| **Employees**     | How many employees are in a company                                      |
| **Stage**         | Latest stage achieved, pulled from your CRM.                             |
| **Score**         | Cold, Warm, Hot and On Fire. Typically derived from behavioral signals.  |
| **30 Days Trend** | A mini sparkline showing engagement frequency over the past month.       |

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#### Actions You Can Take

* **Save View** — Lock in your latest filters and column setups
* **Refine Filters** — Use complex filtering logic (AND/OR, multiple fields, scoring rules)

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### View Configuration

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After you set up a view, you can configure how scoring and CRM sync work for that view.

#### Actions You Can Take

* Set the scoring frequency for that view (daily or weekly)
* Configure CRM sync for scores
* Enable Stakeholder Map generation
* Enable Account Plan generation

#### Sync Scores to CRM

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Once view scoring is enabled, you can turn on CRM Sync.

<figure><img src="https://318687664-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FedLASfWbQxGa0eYkwALS%2Fuploads%2F1yojh6q8DMDmfxC9r5e8%2Fimage.png?alt=media&#x26;token=bb104929-165f-4634-8259-3e2a05d91465" alt=""><figcaption></figcaption></figure>

On this screen, you can choose which CRM destinations the scores are synced to and decide whether to only update existing records in your CRM or also create new records when no matching record exists.