support center

How do I reduce the number of smartviews I have?

Do you have too many Smart Views? Are you creating custom Smart Views for each sales rep on your team? If most of these Smart Views shared a significant part of the same query and you're having to copy and paste, there is a better way to handle this.

Use the “In Smart View” feature to only show leads that appear within another Smart View.

For example, to add additional criteria to an existing Smart View:

in:"Hot Leads" custom.User:"My Name"

You can also use this to append together the results from multiple Smart Views:

in:"Hot Leads" or in:"Warm Leads"

Look for this drop-down under Narrow your results -> Lead -> In Smart View.

With this feature, you can create a Master Smart View that you share with the rest of the team. Then simply have each team member use the “In Smart View” feature and add any additional filter to make it uniquely theirs and save the new query as a Smart View.

If you make any edits to the Master Smart View, they will propagate to all the other Smart Views that reference it.