Saved Views are sets of filtered criteria you can save for certain pages within Salesloft.
Many Salesloft pages contain lists of items – the People Page, the Accounts page, the Calls page. Filtering and sorting these lists allows you to see specific records, like Accounts in a specific area or Calls with a certain Disposition.
While you can filter your lists at any time, you may find that there are certain filters you use time and time again. For those instances, you can use Saved Views.
In this article, you will learn how to save, select, and manage your Saved Views in Salesloft. This article includes:
Before You Use Saved Views
Saved Views work closely with the Filtering and Sorting features, so you can save any refined list you create. This way you can easily access a particular filter without having to set the same filter each time you access the page.
Salesloft Saved Views are available on the following pages (click the link to visit the page in app):
Saved Views are available as Saved Report Views inside Salesloft Analytics. To learn more, check out the Create Custom Analytics Views.
For an overview of how to save a filtered view list, check out the video below.
To save a filtered view, follow these instructions:
- Access Saved Views: Go to a page that contains Saved Views.
- Set your filters: As you change the filters, a Save As button will appear in the upper left corner of the page, to the left of the page name.
- Save As: Click Save As. The view name will change to a text field
- Things to Note: In Conversations Records a Save View As Window will appear when you click Save As.
- Name your Saved View: Enter a new name for your Saved View in the text box.
- Save: Hit Save.
Figure 1: Editing a Saved View name
To access a saved view, follow these instructions:
- Access Saved View: Navigate to the page where you want to use the saved view.
- Select the Saved View: Select the view name from the dropdown in the top left corner of the page. In the dropdown, a check mark will appear beside the name of whichever view is currently live on the page.
If you are already looking at a Saved View, and make an update to the filters, a Save button will appear at the top left next to the Save As button. Click the Save button to save the updated view under the pre-existing name.
Figure 2: A Saved View after updating the filters
With Saved Views, you can designate a default view. The default view will be the first saved view you see whenever you go to that page. Prior to selecting your own default view, the standard view with no filters and all list items will be the default view.
To set up a default view, follow these steps:
- Open the Saved View Drop Down: From the page, select the Saved View dropdown in the upper left corner of the page.
- Located the desired Saved View: In the dropdown, you will see a list of all of your saved views. Hover over a saved view option to see available actions.
- Open the Edit List: Click the pencil icon to edit the list. The view name will appear as a text field again.
- For the Conversations Recordings tab, click the star icon to set the view as the default. Skip to step 5.
- Set as Default: Select the Set as Default checkbox.
- Save: Click Save. Once the default view is set, a notification will appear confirming the view has been set as the default. When you look at your saved views, the star icon will be visible on the default view.
Figure 3: The Seta as Default checkbox
Use this list of common Saved Views as you start create lists:
People Page
- View People who are in a particular stage or status that could require more communication.
- Save a particular tag or import filter so you can easily separate People who attended an event.
Accounts Page
- Navigate between "owned by me" and "owned by everyone"
- Save views to only see Accounts in a certain region
Calls Page
- Filter by "No Answer" so you can review the calls and try again.
- Managers can save views to see all users' Connected calls and listen to recordings.
Conversations Recordings Tab
- View your personal meetings only.
- Filter by specific x-rays groups to coach on handling competitors or minimizing use of crutch words.
- Managers can use filters to segment groups for training purposes.
- Start saving the filtered lists you use most often as Saved Views.
- Set default views for the pages you visit frequently to optimize your initial view of the data.
