Edit a View in the Account Manager

The information displayed in the Account Manager can be customized to suit your needs. You can save this information in individual viewable displays—or views, for short.

Views and Searches

While the Account Manager comes with a default view -- displaying the account name, created date, account owner, associated contacts, and associated opportunities -- you may find that you want a different view that contains different information. Select the columns you want to display and save them as a view. 

Searches help to further segment the data in your Account Manager. Create an Advanced Search, and filter by Created Date, Updated Date, Status, Assigned To Name, Stage, Value, and more! Select the data you want to filter by in your Advanced search and save that search for future use. 

Mix and match views and searches to get the Account Manager you need. To learn more about Advanced searches read Using Advanced Search in the Opportunity Manager. 

Editing Columns In A View

To modify an existing view in the Account Manager, do the following: 

1. Click Sales > Accounts in the left toolbar.
   
   

    

2. Click the   View drop-down menu. 
3. Select the view you want to modify. 
   
   

    

4. Add, move, and/or remove columns as needed. 
   
   

    

5. Click Save.
6. Click Overwrite to save your changes to the existing view.
   
   

    

Edit The Name Of A View

To modify an existing view in the Account Manager, do the following: 

1. Click the View drop-down menu. 
2. Select the  Edit icon.
   
   

    

3. Update the name of the View. 
4. Click Save. 
   
   

    

Questions?