These views help teams track and improve responsiveness in customer and prospect interactions by monitoring metrics such as response rate and average response time.
Step 1: Access Responsiveness Views
Go to the Admin Console.
Select Responsiveness Views from the menu.
Here, you can view existing views, create new ones, or edit current configurations.
Each tab (e.g., Response Rate, Average Response Time) represents a different communication performance metric that can be tracked and customized.
Step 2: Add a New View
Click + Add View in the top-right corner to create a new responsiveness view.
Step 3: Choose Access Type
Decide whether the view should be personal or shared across your organization:
My View: Private and visible only to you.
Company View: Shared across your organization to ensure consistent visibility and benchmarking.
💡 Tip: Use My Views for personal productivity tracking and Company Views to standardize performance metrics across teams.
Step 4: Name and Save Your View
Enter a descriptive name for your view—for example:
Team Response Rate – Q4
Customer Success – Average Response Time
Sales Engagement Speed
Then click Save to finalize your view.
You can create multiple views to analyze different communication patterns—for instance, one view focused on overall response rate and another dedicated to average response time trends.
Step 5: Access and Manage Your Views
To view and apply your saved configurations:
Go to Activity Insights or the Responsiveness Insights section.
Use the filters to switch between your different responsiveness views.
You can also create a new view directly from within the Insights tab, without returning to the Admin Console.
Edit or Manage Existing Views
From the Responsiveness Views page, you can:
Edit existing views to adjust naming, filters, or access levels.
Duplicate a view to quickly create similar setups for other teams or metrics.
Delete outdated or unused views.
Best Practices
Keep view names descriptive and consistent (e.g., Team – Metric – Timeframe) for clarity.
Use Company Views for team-wide visibility and reporting alignment.
Regularly review and update views to reflect evolving KPIs or team structures.