👀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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