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Smart Views

Ideal for customizing and saving Global Data section views for yourself or your team members

Updated over 2 weeks ago

Smart Views are iClosed feature that allows you customize your Global Data section views and save them for yourself, or for the whole organization (across the account for everyone to use). Here's how to use it:

  1. Navigate to Global Data, and select a section you would like to set Smart View

  2. Select Columns you would like to see in the section

    1. Reminder → each section has it's own available columns

  3. Click on the "Add Filters" button to filter out specific data you would like to see

  4. Once selected, click on "Save As" button on top right of your screen

  5. Name Smart View and select would you like to:

    1. set is as Public, available to all users across the account or

    2. Private, for yourself only

Navigate between sections to see results. Here's a quick video tutorial how to do it.


Once a Smart View is created, you will be able to access it from the Filters section, by clicking on the "Add Filters" button and selecting any of the Smart Views you have saved.

Pro tips

As you may know, all users have full access to all prospects in the Global Data - Contacts section by default, no matter if you've set "Exclusive" or "Full" access to the role you've assigned them to.

But in case you wouldn't want to overwhelm your Closers with all contacts, Smart Views are the right solution.

Simply inform your user to set filter for "Closer Owner" and he will always see leads assigned to this specific user. See video tutorial below.


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