About Filters & Views
How to use Filters & Views to find data easily on Outplay
Find prospects & accounts with specific attributes swiftly
You can filter the prospects list to quickly find specific prospects. For example, you can filter the list of prospects to find:
Prospects created by specific members of your team.
Prospects with specific tags.
Prospects in specific sequences.
Prospects for specific accounts.
Prospects with exact or partial matches for fields, including custom fields.
If there is a filter you use regularly, you can save it as a View to make the same easily accessible rather than applying filters every time.
Filter your Prospects List
On Outplay, click Prospects from the sidebar menu.
On the Prospects page, click the Filters & Views tab.
The Filters and Views section slides out from the left. Click the Filters tab.
Under Filters, you can choose to sort or filter by specific attributes.
In the Sort By section, you can select the sorting criteria of your choice.
Under Filter, you can select a specific attribute by which you want to filter the list. For example, you can select the Owner filter and select a team member’s name. The prospect list will filter and display prospects owned by that specific team member.
You can add multiple filters in a go.
You can click the X button next to any active filter displayed above the prospects list to remove it.
Create a view
On Outplay, click Prospects from the sidebar menu.
On the Prospects page, click the Filters & Views tab.
The Filters and Views section slides out from the left. Click the Filters tab.
Under Filters, you can choose to sort or filter by specific attributes.
After applying the filters, you can click the Save as Smart View button at the bottom.
On the Save as Smart View window, you can enter a Name and set its access settings. Click Save.
The filter is saved as a smart view.
Filter Prospects with a View
On Outplay, click Prospects from the sidebar menu.
On the Prospects page, click the Filters & Views tab.
The Filters and Views section slides out from the left. Under the Smart View section, you can find all your saved views under the My View/ Team View tab.
Select a Smart View of your choice.
The prospects list displays the relevant filtered prospects.
Find prospects & accounts with specific attributes swiftly
You can filter the prospects list to quickly find specific prospects. For example, you can filter the list of prospects to find:
Prospects created by specific members of your team.
Prospects with specific tags.
Prospects in specific sequences.
Prospects for specific accounts.
Prospects with exact or partial matches for fields, including custom fields.
If there is a filter you use regularly, you can save it as a View to make the same easily accessible rather than applying filters every time.
Filter your Prospects List
On Outplay, click Prospects from the sidebar menu.
On the Prospects page, click the Filters & Views tab.
The Filters and Views section slides out from the left. Click the Filters tab.
Under Filters, you can choose to sort or filter by specific attributes.
In the Sort By section, you can select the sorting criteria of your choice.
Under Filter, you can select a specific attribute by which you want to filter the list. For example, you can select the Owner filter and select a team member’s name. The prospect list will filter and display prospects owned by that specific team member.
You can add multiple filters in a go.
You can click the X button next to any active filter displayed above the prospects list to remove it.
Create a view
On Outplay, click Prospects from the sidebar menu.
On the Prospects page, click the Filters & Views tab.
The Filters and Views section slides out from the left. Click the Filters tab.
Under Filters, you can choose to sort or filter by specific attributes.
After applying the filters, you can click the Save as Smart View button at the bottom.
On the Save as Smart View window, you can enter a Name and set its access settings. Click Save.
The filter is saved as a smart view.
Filter Prospects with a View
On Outplay, click Prospects from the sidebar menu.
On the Prospects page, click the Filters & Views tab.
The Filters and Views section slides out from the left. Under the Smart View section, you can find all your saved views under the My View/ Team View tab.
Select a Smart View of your choice.
The prospects list displays the relevant filtered prospects.
Updated on: 28/06/2024
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