Tabs and Default Views

Tabs and Default Views

This default view filters out the following:

- Accounts that are snoozed

- Accounts that have a closed opportunity and no open opportunities

- Accounts without an engagement score or with an engagement score of 0

Potential Accounts

This default view only shows accounts that are not currently in your CRM but have been on the website.

NOTE: If you're not using a Signals-supported CRM, this will still populate with all accounts that Signals recognizes on the website.

Recently Seen

This default view shows all CRM accounts of any type or opportunity stage that have been on your website recently. Your own domain will be filtered out of this and all other views.

Ideal Customers

This default view shows all companies that match your ICP and have been on the website recently.

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