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.