👀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.
Score	A numeric intent or qualification score, typically derived from behavioral signals.
Journey Summary	A short description of recent engagement patterns, sources, and behaviors.
Stage	Latest stage achieved, pulled from your CRM.
Touchpoints	Number of unique interactions this account had (ads, site visits, content, etc.).
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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