Overview
A sales view is a saved set of filters that defines a list of companies. Views are the foundation for many Sales Agents features: scoring uses views as its target audience, stakeholder discovery runs across views, and AI property auto research targets companies in views.Default views
Two default views are available in every workspace:- My Companies — Filtered to companies you own.
- My People — Filtered to contacts you own.
Create a view
- Open the view selector dropdown in the toolbar.
- Click Create new view.
- Enter a name for the view.
- The view is created with no filters. Add filters to define which companies appear.
Filters
Use the filter bar above the table to narrow which companies appear in the view. Filter types include:- Owner — Filter by the assigned sales rep.
- Company properties — Name, domain, industry, employee count, country, annual revenue, and other firmographic attributes.
- Enriched company data — Data from enrichment providers.
- Deal properties — Filter by deal attributes (stage, amount, close date, etc.).
- AI properties — Filter by AI-researched property values.
- Discard changes — Revert to the saved filters.
- Save for everyone — Update the view’s filters for all users. A split button also offers Save as new view to create a copy instead.
Table columns
The sales dashboard displays companies in a table with these columns:| Column | Description |
|---|---|
| Company | Company name, domain, and logo. Always visible. |
| Stage | Current lifecycle stage. Toggleable. |
| Score | Account intelligence score. Toggleable. |
| 30 Days Activity | Touchpoint activity timeline. Toggleable. |
| Delphi Scores | Custom scoring model columns (when configured). Toggleable. |
Sorting and pagination
Click any column header to sort. The table supports multi-column sorting. Results are paginated — use the navigation controls at the bottom to move between pages.Managing views
From the view selector dropdown, hover over any custom view to access actions:- Rename — Change the view’s name.
- Duplicate — Create a copy of the view with all its filters and settings.
- Delete — Permanently remove the view.
View configuration
Click the gear icon next to the view selector to open the configuration dropdown. This is where you enable features that run across the entire view.Rescoring
Rescore all accounts triggers a full rescore of every company in the view. Available to admin users. See Scoring.CRM sync
Sync to CRM pushes view data to your connected CRM. Configure destinations (Salesforce or HubSpot, production or sandbox) with options for:- Upsert mode — Create new records or update existing ones.
- Sync merged companies — Include merged company records.
- Status tracking — View last sync date, status (success, partial, or error), and error summaries.
Where views are used
Views are referenced across many features in Sales Agents:| Feature | How views are used |
|---|---|
| Scoring | Target audience — the model trains on and scores companies in selected views |
| Stakeholder Discovery | Views are added in Atlas > Personas > Stakeholder Mapping to run discovery across all companies |
| AI Property auto research | Evaluate properties for companies in selected views |
| CRM sync | Push scored and enriched data back to your CRM |
| Daily workflow | Reps use filtered views to focus on their accounts |
Toolbar
The view toolbar provides:- View selector — Switch between views or create new ones.
- Configuration dropdown (gear icon) — Manage view-level features.
- Search — Find companies within the current view.
- Refresh — Reload view data.
- Download CSV — Export the current view as a CSV file.
- Columns — Toggle column visibility.
Constraints
- Default views (“My Companies”, “My People”) cannot be modified or deleted.
- View configuration (gear icon) is only available for custom views with write access.
- Rescoring and account plan generation require admin access.
- CRM sync requires an active CRM integration (Salesforce or HubSpot).
- Stakeholder discovery is configured separately from Atlas > Personas > Stakeholder Mapping (see Stakeholder Discovery).
FAQ
Can I share a view with my team?
Can I share a view with my team?
What happens if I change filters on a view that scoring targets?
What happens if I change filters on a view that scoring targets?
A warning appears when saving filter changes to a view used by Delphi scores. Changing filters affects which companies the model scores going forward.
How do I export my view data?
How do I export my view data?
Click the Download CSV button in the toolbar to export all companies in the current view as a CSV file.
Can I have different views for different team members?
Can I have different views for different team members?
All custom views are shared across the workspace. Use the “My Companies” default view for a personal filtered list, or create views with owner filters to segment by rep.