Creating a Custom Accord View

This article covers the creation and customization of views in Accord.

Content

1. Default Views
2. Using Filters
3. Using Custom Column Layouts
4. Changing View Names
5. Duplicating Existing Views

Default Views

When you log in to Accord for the first time, the Accords section will come pre-populated with four default views:

1. My Accords: This view shows you all of the active Accords in your workspace for which you are the Point Person of.
2. Favorites: This view shows you all of the active Accords in your workspace that you have personally favorited using the ⭐️ icon.
3. All: This view shows you all active Accords in your workspace.
4. Archived: This view shows you all Accords in your workspace that have been archived by you or your team members.

For most intents and purposes, these four default views should help you find the Accord(s) that you're looking for. However, you have the ability to adjust and alter these existing views to fit your needs through the use of filters and custom column layouts.

Using Filters

Although the out-of-the-box Accord views work just fine, chances are that you'll want to adjust them slightly to fit your needs. For example:

1. "I want a view that shows me the Accords that I'm the Point Person of AND includes my Solutions Engineer"
2. "I want a view that shows me all of the Accords that are owned by my direct reports"
3. "I want a view that shows me all of the Accords that are connected to my Opportunities that are set to close this month"

Using filters, you can narrow down on the Accords that you're seeing for each view.

Here are some of the filters that you can apply to any new/existing view:

• Point Person: The Point Person of the Accord
• Team Member: Additional team members in the Accord that are NOT the Point Person
• Status: The current Status of the Accord
• Playbook: The Playbook from which the Accord was created from
• Archived: Whether the Accord is active or archived
• Created At: The creation date/date range of the Accord
• Close Date: The close date/date range of the Accord
• Opportunity/Deal Stage: The current stage of the connected HubSpot Deal or Salesforce Opportunity

If you don't see the filter that you'd like to apply to your view, select the "Add Filter" button on the list of the applicable filters in your view:

Using Custom Column Layouts

Each view comes default with a set of columns to display different pieces of information about each Accord. However, you have the ability to customize which columns you see, as well as the arrangement of said columns.

To customize the columns in your Accord view, select "Columns" on the top-right hand side of your screen:

Once you've done so, you'll be able to select the columns that are available for inclusion in your view, as well as the arrangement of said columns:

In order to add a column to your view, check off the column in the "Available Columns" section.

In order to re-arrange the order of your columns, simply drag-and-drop the columns in the "Selected Columns" section:

Changing View Names

In order to change the name of a view that you've created:

1. Click the name of the view you're looking to change in your list of Accord views
2. Select "Edit View"
3. Change the name of the view and select "Update View"

Duplicating Existing Views

If you want to duplicate an existing view with the same column layout and all filters applied, simply:

1. Click the name of the view you're looking to change in your list of Accord views
2. Select "Edit View"
3. Select "Create a New View"