Custom Views
- Filters and Saved Views
- Go to app.getsignals.ai
- 1. Introduction
- 2. Click "Create View"
- 3. Name and describe your filter here
- 4. Select "Edit Filters"
- 5. This is a list of available filters
- 6. Click "Clear all"
- 7. Configure other settings
- 8. Click "Save"
- 9. Navigate to "Edit views"
- 10. Click here
- 11. View Settings
- 12. Email update
- 13. Select companies to gather contacts from
- 14. Export a CSV here
- 15. Click here to snooze an account
- 16. Add an account to your CRM here
Filters and Saved Views
This guide will show you how to customise the data on your dashboard using filters, and how to use those filters for easy future viewing.
Go to app.getsignals.ai
1. Introduction
First, sign in to your Signals account where you'll be taken to your Dashboard.
2. Click "Create View"
Click on "Create View" on the top of the page.
3. Name and describe your filter here
Give your filter view a name and a description.
4. Select "Edit Filters"
In the Filters section, select "Edit Filters."
5. This is a list of available filters
This is a list of the available filters. There's more if you scroll down. Select the filters you want to see. For example, if you want to see only accounts that are owned by a certain CSM, you could click "Account Owner," then select the person you want to see from the multi-select menu.
6. Click "Clear all"
Once you've set your filters, click the "x" next to "Filters" in the top-right corner of the page, and your filters will save automatically. To clear filters, click "Clear all" in the upper-right corner of the page.
7. Configure other settings
In this section, configure how you'd like your view to be sorted and which companies you'd like to see.
8. Click "Save"
Once you're happy with your view, click "Save."
9. Navigate to "Edit views"
Navigate to "Edit Views" to change which views you see on your Dashboard.
10. Click here
Click on a view to "pin" and view it on your Dashboard, or click on the purple pin to "unpin" something. You can choose from a Default view (views set by Signals) or Custom views (views created by you).
11. View Settings
These symbols will help you manage your custom views further. The "mail" button creates an email update for your view, the "pencil" button allows you to edit your view, the "copy" sheet duplicates your view, and the "x" button deletes it.
12. Email update
If you opt to create an email update, a pop-up will appear allowing you to customise your update. The "Update Name" will appear as the subject line of the emails, the "View" field allows you to select a saved view you want to receive updates for, and the you may choose whether you want to receive an update daily, weekly, and monthly.
For Recipients, you can select team members who are in Signals, as well as add any additional team members outside of Signals as well by entering their email. Any recipients external to Signals will have the option to unsubscribe without creating a new user in Signals or requesting an existing user to remove them.
13. Select companies to gather contacts from
You also have the option to select individual companies that you'd like to gather contacts from. This is especially useful if you see a company that you're interested in and want to reach out. Once you've selected your companies, click "Gather Contacts" near the top of the page.
14. Export a CSV here
Click on "Export Companies" to export a CSV of all the companies in your view, or select individual companies to export a more selective view.
15. Click here to snooze an account
Hover over an account and click the "snooze" button to remove the account from your view. Snoozed accounts will be snoozed for 90 days. If you'd like to "unsnooze" an account, you must go to the accounts tab on the left side-bar, look up the account, and unsnooze it manually.
16. Add an account to your CRM here
To add an account to your CRM, hover over an account and click the "plus" button. A pop-up will then show up. Fill out the needed information to create a potential new account to your CRM.
