Building a Clear View

Clear Views exist for proactive outreach to Leads matching specific criteria. They are saved searches and can be kept private, shared with your entire organization, or specific members of your team. All Clear Views are composed of search queries that dynamically impacts which Leads appear in your Clear View.

Clear Views

Clear Views are to Atmos what coffee is to a salesperson. You can get through your day without it but why would you want to?

Clear Views are:

  • Powerful and effortless
  • Dynamic
  • Increase productivity

Clear Views are saved Search Queries that give you 1-click access to your favorite searches from anywhere in Atmos. Clear Views tell sales reps who to follow up with and when to follow up without the need to create endless tasks and reminders.

They allow you to translate your current calling and emailing workflow into a sequence that increases your sales team’s productivity and amount of follow-up with your leads.

Build and Save a Clear View

From the leads page, use the Narrow your Results option in the top right corner. From here, you can choose from a number of predefined queries and filters to narrow down the Leads displayed. Save the query as a unique Clear View by clicking the “Save as Clear View” button in the top-right.

Name your Clear View, choose who to share it with, and save it.

Edit or delete your saved Clear Views at any time by hovering your mouse over the name of the Clear View in the menu on the left side, and clicking the pencil icon that appears. This pop up below will appear and you can make any changes you need to, and click Save. 

 Automate your workflow with Clear Views

Let’s talk about translating a sales process into Smart Views and automating your workflow. A typical day for a sales person using Atmos might look something like this:

  • Make contact with all new Leads that have not been touched
  • Follow-up with new Leads that you’ve reached out to but have not gotten ahold of yet.
  • Start an email cadence on cold Leads you’ve tried to reach.
  • Follow-up with warm Leads with action items and an Opportunity attached