Prospect Summary View Administration

Snapshot
Steps

Snapshot

About prospect summary view administration

As a ClearView administrator, you can assign pre-configured prospect summary views to your users on an individual basis. You can also share prospect summary views with users organization-wide, or using role-by-role criteria. Access to the portion of administrative features is available through the link on the user menu drop-down list.

Prospect Summary Views Administration

Create prospect summary views within application Settings, through Manage Prospect Summary Views using the Create New Prospect Summary View link.

For default prospect summary views, choose individuals or groups of people to receive the view from an easy-to-maneuver list of all available users. Users can be added or removed from the list as their view needs change as well as when they join your organization in general.

For assigned prospect summary views, choose what roles can access the view, or assign it to your entire organization. As needed, add and remove roles and users from the list of those with whom the view is assigned.

If a user is added to a role or to the organization after a prospect summary view is assigned, that user is automatically provided access to any views previously assigned to their role and/or the entire organization.

Assigned prospect summary views cannot be edited by those users receiving the assignment. They have the ability to make a copy of the view and alter it as desired, but the original configuration stays intact unless adapted by the administrator that created the view. Changes made by the administrator are immediately reflected on the assigned user’s prospect summary view after their next refresh.

The ability for users to copy prospect summary views and change default views are determined by individual user privileges. If you prefer that users not be able to change their default prospect summary view as set by your organization, adjust user privileges accordingly.

Assigned prospect summary views are available to users from their Switch Views drop-down list, as well as through their Manage Prospect Summary Views list within application Settings.

Set a default prospects summary view for individual users, or varying group configurations of users, not limited by role. Select a single user, or groups of users from the same or different roles to access custom prospect summary views - organized in whatever way best suits your objectives and their needs.

Any prospect summary view assigned as default to users can be, but does not have to be the same as your own personal default.

In order to select a prospect summary view as a default for a user or group of users, it must first be shared with users through the Assign Prospect Summary Views administrative feature.

If shared prospect summary views are no longer useful or applicable to assigned users, easily remove access to any view of this nature. Deleting a shared view also makes it unavailable at that point to any users with whom it was shared.

Configure prospect summary views that are helpful to users in varying roles, or across your organization. Arrange tabs in a way that guides users through a series of actions, supporting their task effectiveness, productivity and daily routines.

(Click image to enlarge)

Steps

How to manage prospect summary views

To assign or unassign prospect summary views

To assign or unassign default prospect summary views

To assign or unassign prospect summary views:

1. From the drop-down user menu, click Administration.

The Administration page is displayed.

2. In Role Specific under 'Configure the way information is organizated and displayed,' click on Prospect Summary Views.

The Assign Prospect Summary Views tab is displayed.

3. Under Assign Prospect Summary Views for, use the radio buttons to select either Organization Wide or Role as desired:

If Organization was selected, the Role drop-down becomes hidden; skip ahead to step five.

4. If Role was selected, from the Choose Role drop-down menu, select the desired role.

5. Assign prospect summary views as desired:

To assign prospect summary views to users, from the list of Available Prospect Summary Views, select views by clicking the green plus Add icon for the desired view(s). Selected views move into the Assigned Prospect Summary Views column.
To remove prospect summary view assignments, from the Assigned Prospect Summary Views column, click the red minus Remove icon. Removed views move back into the Available Prospect Summary Views column.

You can only make adjustments to prospect summary view assignments for one role at a time. When choosing a role and making changes, be sure to Save your changes before switching the Choose Role drop-down menu to a different role, as any adjustments you made to the previous role will not be retained unless saved.

Create prospect summary views within application Settings, through Manage Prospect Summary Views using the Create New Prospect Summary View link.

6. Click Save to save all changes or Cancel to return to the Administration screen.

If saved, a green status bar appears to confirm that your assignments were successful. Click the Cancel link or the application Back button to return to the Administration screen.

(Click image to enlarge)

To assign or unassign default prospect summary views:

1. From the drop-down user menu, click Administration.

2. In Role Specific under 'Configure the way information is organizated and displayed,' click on Prospect Summary Views.

The Prospect Summary View page displays.

3. Click on the Set Default Prospect Summary View tab to select a view to assign to users as a default.

Dashboards that have not been assigned to a role or organization-wide will appear in the Choose Prospect Summary View drop-down menu, but will not allow for Assigned Users to be added to the default assignment. For prospect summary views to allow for users to be added to default assignments, they must first be assigned to a role or the entire organization using the Assign Prospect Summary Views feature.

Create prospect summary views within application Settings, through Manage Prospect Summary Views using the Create New Prospect Summary View link.

4. Assign default as desired:

To assign the default to users, from the list of Available Users, click the green plus Add icon for desired users. Selected users move into the Assigned Users column.

Prospect summary views that have been assigned to a particular role, (as opposed to organization-wide), will only display Available Users who are part of that role.

To remove users, from the Assigned Users column, click the red minus Remove icon for desired users. Selected users move back into the Available Users column.

You can only make adjustments to default assignments for one prospect summary view at a time. When choosing a prospect summary view and making changes, be sure to Save your changes before switching the Choose Prospect Summary View drop-down menu to a different view, as any adjustments you made to the previous view will not be retained unless saved.

5. Click Save to save all changes or Cancel to return to the Administration screen.

If saved, a green status bar appears to confirm that your assignments were successful. Click the Cancel link or the application Back button to return to the Administration screen.

(Click image to enlarge)

Glossary terms:

dashboards, Go to glossary ...

Administration Management

Administration Management: User Administration

Prospect Management: Prospect Summary

Prospect Management: Tabs

Settings: Manage Prospect Summary Views

Review more Administration Management articles

How helpful was this article?

Leave a suggestion

Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization. If you have questions about your privilege settings, contact your administrator.

Prospect Summary View Administration

Snapshot

About prospect summary view administration

Glossary terms:

Related articles:

How helpful was this article?