Lists are a great way to organise your data. When you first start using Adenzo, we give you a stack of default Lists that help you with contact research and sending email Stages. However, Lists have some limitations and if you’re working within a team and your contact lists start to grow, it can start to get complicated. To solve this, we’ve created Views.
You can save Views for your whole team to see, or just private ones for yourself. When working with Views, you can also define what columns you want to see.
What Can Views Be Used For?
By using the filters, sort options and custom column configurations, Views can be used to organise data and provide contact workflows. Here are a couple of applications:
Recently Clicked On An Email Link
Create a View for all records that you own where the contact has recently clicked on one of the links in an email. You’ll only want to show companies that are ‘Prospects’ in this view. When you call a contact and get through, you can then set the company type to either ‘Lead’ or ‘Not Interested’ and they’ll disappear from this View. This ensures you’re only ever trying to contact people who seem to be interested but that you haven’t yet spoken to.
Filters: Owner = You, Company Type = Prospect
Sort By: Recent Email Clicks
Today’s Task List
Creating Tasks linked to Contacts is great way to stay organised and focused on working your leads. Creating a View that shows just contacts with tasks due today enables you to quickly work your way through them.
Filters: Owner = You, Show Tasks Indicator = Due Today
Leads Without Tasks
Ideally you want all your Leads (not Prospects) to have an associated Task (follow up a call, send out information, do proposal etc). But when juggling many Leads, its easy to miss assigning Tasks. Create a View that shows all your Leads that don’t have a task linked to them.
Filters: Owner = You, Show Tasks Indicator = No Tasks
There are many different types of View you can create and for many different reasons. As a new feature, we’d be interested in your feedback and suggestions on how it can be improved. Please drop an email to firstname.lastname@example.org or message us within Adenzo itself.
How To Create A Custom View
To create a custom View, go to Prospecting -> Views and then click the cog icon next to the View dropdown list. Select ‘Create New View’ and the modal below will appear.
Name the new View and use the Manage Columns section to drag and drop what columns you want to see and in what order. Then click Save.
Now click on the ‘Filters’ section to show all the filtering options available. Set the filters and the Sort By option. The list of contacts will automatically update as you set each filter option.
Once you are happy with your view, click the cog icon again and select ‘Save Filters For This View’. Then that’s it, you’re done. The new View will then be available in the View dropdown list.
If you want your view to be private, then click the ‘Is Private’ option in the New View modal. It’s a good idea to make Views private if you are in a team and don’t want to have lots of Views showing in the dropdown list. Private Views will show only for you.