Why using Views

Why use Views in Explore

The Explore section allows you to

• filter, slice and dice, you Book of Accounts and Book of Persons with hundreds of data points and save into views

• identify unassigned accounts to go after

Think of Explore as a better and more powerful version of Salesforce reports. In Salesforce you would only have access to information that is in Salesforce, but with MadKudu you can filter and display information on more datapoints: overall activity, specific page views, technologies used by their companies….

Here is an example: create a view to identify prospects who previously had an opportunity with your company, with a buyer who has recently been on your website. In Salesforce you wouldn't be able to narrow down to such list without having to manually go through each account.

Now using Explore in MadKudu, you can filter your book of accounts/persons or all accounts / contacts in Salesforce with hundreds of enrichment or intent signals. And this, in one click. Or rather in one sentence and the filters will automatically be generated!

How to access views in Explore

• Log into Copilot

• On the left side navigation bar, under Explore you have the following views out of the box

  • All accounts: all the accounts in your Salesforce

  • All persons: all leads, contacts, people from systems connected to MadKudu that we attach to accounts from All Accounts

  • My book of accounts: configured in your personal settings.

  • My book of persons: all leads, contacts, people from systems connected to MadKudu that we attach to accounts from My book of Accounts

• To create new views, follow instructions here

How to use views

On a view you can

• open a person or account profile by clicking on any record in the view

• remove or add columns to display by clicking on the  [|||] icon at the top right above the table
  

• sort the view by clicking on the column header

• apply additional filters and save into a new view