The Sort feature sets the order that you view your list.
When sorting, you choose which field to sort your Cadence list by and whether the list is in Ascending or Descending order. This allows you to prioritize items or organize them in a manageable flow.
In this article, you will learn about sorting in Salesloft, including:
For an overview of sorting page views, check out the video below:
Sorting puts your list in order. The order can be in ascending or descending order.
The sorting orders include:
- Alphabetical
- (A-Z): Sorts in descending alphabetical order.
- (Z-A): Sorts in ascending alphabetical order.
- Numerical
- (High - Low): Sorts numbers in descending order.
- (Low - High): Sorts numbers in ascending order.
There are two places you can sort page views in Salesloft, the Column Headers and the Dropdown menu. Let’s walk through sorting page views in both of those locations.
Sort by Column Headers
You may sort certain page views by selecting the column headers. Data will appear in ascending or descending order by clicking a column name.
Figure 1: (GIF) Sort data using column headers
The Salesloft lists that use column headers include:
- Cadence Page
- Cadence People tab
- People Page
- Accounts Page
- Email Page
- Snippets
- Analytics Reports
- Deals Pipeline View
- Forecast Hierarchy Table
Sort from the Dropdown Menu
The Filter & Sort Menu is a dropdown that allows you to select filters and sort options.
To sort your list using the Filter & Sort menu, follow these steps:
- Open Filter & Sort Drop Down: Click the Filter & Sort button in the upper left corner of your list. A dropdown will appear.
- Select Criteria:bSelect your sorting options.
- Update: Once your Filter & Sort options are as you would like, click Update.
Figure 2: Sorting from the drop down menu
- Use sorting in conjunction with filtering to further refine and prioritize your focus.
- Save Views for sorted lists that you use repeatedly.