👀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.
Table Columns
The default columns help you evaluate, prioritize, and act on your leads:
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.
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)
View Configuration
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
Once view scoring is enabled, you can turn on CRM Sync.
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.
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