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What is a View?
A View is a filtered, named list of records inside MaxIQ. Each view shows a specific slice of your pipeline, accounts, or contacts based on the criteria you define. You switch between views to move from one data context to another without losing your filter settings.
Views power the forecasting screen, pipeline inspection, and any module that works with lists of records. They keep reps focused on the records that matter right now.
Why It Matters
Sales teams manage multiple segments at once: enterprise accounts, renewal targets, new logo deals. Views let each rep or manager stay in their lane without needing separate reports or extra configuration.
Key Characteristics
- Filter by any field on the underlying SObject
- Saved views persist across sessions
- Used across forecasting, pipeline inspection, and workspace modules
- Admins can create shared views visible to the full team
