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Deleting Views from the Account Manager

Article: 000050862
Updated: July 25, 2024

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. If a view is no longer needed, it can be deleted from the Account Manager. 

In this article, you'll learn how to delete views from the Account Manager.


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons 

 

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 Account Manager


 

Deleting Views

To delete a view from the Account Manager, do the following:

  1. Click Sales > Accounts in the left toolbar.

    Click Sales then click Accounts

     

  2. Click the arrow-down3.png View drop-down. 
  3. Click the   pencil Edit icon next to the view you want to remove. 

    Click the dropdown menu and the Edit pencil icon

     

  4. Click Delete View.

    Click Delete View

     

 


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