In your customer and user view you can create lists based on fields and other data, such as usage health and products. Some common customer lists are:
Onboarding - Customers that are currently being onboarded.
Potential problem/risk - Customers that are having trouble and might be at risk.
On track - Customers that are going along as planned.
Potential opportunity - Customers that are doing very well and could potentially be upgraded.
Renewals - Customers that are closing in on their renewal date.
Creating a new list
Let's have a look at the first way to create a list:
In this case we wanted to create a list for our customers that currently are in onboarding to easily have an overlook of who they are and how they are doing. There is a lot of possibilities here to use different filters, widgets and columns to get it exactly how you would like it.
The second way to create a list is to copy and create a list, this can be useful if you would need two similar lists and want to save time by not having to add all the filters, widgets and columns to your new list. Let's have a look at how to create it:
When you have your new list, make sure it's filtered as you want it
Finally, click the list name and save list changes
Note: Anytime you change filters, columns or re-sort your list, you need to save list to keep those changes. As shown in the image above, a pen icon will be shown next to the list name when a change has been made.
You create filters based on the values in the customer and user fields, both standard fields and custom fields. When a field is selected you will have different options depending on its field type.
One example of a filter could be as follows:
Active customer = Yes
Team Member = Current signed in
Status = Doing nothing
This will show your active customers that are currently in onboarding. Using Current signed in makes it easy to share with your colleagues since its dynamic.
You can also customize your list by clicking on "Customize list", you can find this on the right side of your screen as seen below.
Here you can create list widgets to create segments within your list, for example, one widget for Onboarding, one for Expansion and one for At risk.
You are also able to change visible columns, list name and share the list with other team members.
You probably want to see different fields depending on what list you are in, you can change this by clicking the pen icon as marked below.
Click on the columns you want to show and change the order of the selected columns with drag and drop.
Remember! If you want to keep your new view you need to save your list after editing columns.