Deal/Company Quick Views

Easily organize the information you need from your CRM with custom views.

What Are Company/Deal Quick Views?

Company and Deal Quick Views allow you to see important details from your CRM at a glance.  Customizing your quick views makes it easier to:

• See What Matters: Choose the specific data you want to see for deals or companies.
• Save Time: Quickly access the most important information without searching through unrelated fields.
• Stay Organized: Keep your CRM data neat and structured in a way that works for your whole team. 

How to Set It Up

1. Navigate to Revenue Insights and click into any Deal or Company record: 
2. Head to the Properties tab, and click + Add group:
3. Choose the CRM fields you want to include. You can pick from Avoma’s built-in fields or any custom fields from your CRM:

4. Organize Your Groups:

• • You can create different groups for different types of information.
  • If a field is important in more than one context, you can add it to multiple groups.
  • Any group you create or edit will be applied to all deals or companies for your entire team. Everyone will see the same view, helping you stay aligned.

Why It’s Helpful

• Stay Focused: Keep only the most relevant information visible, helping you and your team stay on track.
• Work Smarter: Spend less time searching for data and more time taking action on it.
• Consistency: Everyone on your team will have the same, organized view, making it easier to collaborate.

By customizing your Company and Deal Quick Views, you’ll simplify how you manage your CRM data and make it easier to focus on what’s most important.