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What are the default views for accounts

Modified on: Fri, 12 Jan, 2018 at 12:34 PM


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Sprout Blossom Garden EstateForest


Views are a great way to get a filtered list of accounts based on certain criteria. Whether you want to pull the list of accounts you have not reached out to, or the list of accounts who rank high in deal value, views helps you get the records you need in record time.



Freshsales gives you a few default views. In addition to these default views, you can create your own views and access it anytime from the Views drop down. You can also share the custom views with your team. However, users can view only those accounts that they have access to

  • My Accounts - Lists the accounts assigned to you.
  • All Accounts - Lists the accounts in your  Freshsales account.
  • My Territory Accounts - Lists the accounts belonging to your territory.  


At any point of time, you can modify these default views by adding more filter criteria from the Filter section, and saving the view.


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What are the default views for accounts

Modified on: Fri, 12 Jan, 2018 at 12:34 PM


Applicable plans
Sprout Blossom Garden EstateForest


Views are a great way to get a filtered list of accounts based on certain criteria. Whether you want to pull the list of accounts you have not reached out to, or the list of accounts who rank high in deal value, views helps you get the records you need in record time.



Freshsales gives you a few default views. In addition to these default views, you can create your own views and access it anytime from the Views drop down. You can also share the custom views with your team. However, users can view only those accounts that they have access to

  • My Accounts - Lists the accounts assigned to you.
  • All Accounts - Lists the accounts in your  Freshsales account.
  • My Territory Accounts - Lists the accounts belonging to your territory.  


At any point of time, you can modify these default views by adding more filter criteria from the Filter section, and saving the view.


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial