In Chariot, you can customize and manage your data with ease using leads and dashboard views. This feature allows you to manipulate and display the specific data you need for leads, jobs, and archives. Here’s a step-by-step guide on how to use these features effectively.
Default View
When you start using Chariot, you'll be set up with the Chariot default view. This is the main view that you’re familiar with, and it cannot be changed. However, you have the flexibility to create additional views tailored to your specific needs.
Adding a New View
Click on the Add View Icon: Locate the add view icon in your dashboard.
Name Your View: Enter a name for your new view. For example, you can name it "My View".
Save Your View: Click on the Save button. Your new view will now appear in the drop-down menu.
Customizing Your View
Once your view is created, you can filter and customize the data displayed:
Filter by Name: Use the filter option to display only the data you need. For example, you can filter by names containing "test".
This filter might show around 20 results that meet the criteria.
Hide Irrelevant Columns: If there are columns that are not relevant to your needs, such as the distance column, you can hide them.
Click on the three dots next to the column and select Hide
Filter Options:
Name
Stage
Recent Activity
Date
Created At
Reserved
Booked At
Booked By
Distance
Total Distacne
Size
Source
Estimated Price
Estimate Signed Date
Deposit Paid
Tags
Sales Owner
Saving Your Customizations
After applying your desired filters and hiding unnecessary columns:
Save Your View: Click on the save view button to retain all the filters and sorting options you’ve applied.
Switching Views: If you clear the view, you will return to the Chariot default view. To go back to your custom view, simply select it from the drop-down menu.
Setting a Default View
To make your custom view the default view:
Select Your View from the Drop-Down Menu: Navigate to your custom view.
Click the Star Icon: This will set your custom view as the default view.
Now, every time you log in, your customized view will be the default display.
Need Help?
If you have any questions or need further assistance, feel free to reach out to our team. We’re happy to help!
By following these steps, you can effectively manage and display the data that is most important to you in Chariot. Customize your views to enhance your workflow and ensure you have the information you need at your fingertips.