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.

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