How to use smart views in Orbit
A smart view in Orbit is a saved, filtered list you can pin to your sidebar. Filter contacts by tag, deal stage, last-touch date, or any field, name it, and pin it. The right four views turn a flat contact list into a daily action board: who to follow up, who is hot, who is a VIP, and who needs an invoice.
How do I create a smart view in Orbit?
A smart view takes about a minute to build and saves you that minute every day after.
- 1Open Contacts and apply one or more filters: a tag, a deal stage, a last-contacted date, or a custom field.
- 2Tune the filter until the list shows exactly the group you care about and nothing else.
- 3Click Save view and give it a clear name like "Overdue follow-up".
- 4Pin it to your sidebar so it is one click away every morning.
- 5Revisit and adjust filters any time. Smart views are live, so the list updates itself as contacts change.
The 4 smart views every solo operator should build
Build these four and your morning has a built-in to-do list.
- Overdue follow-up. Anyone you have not contacted in X days who is still an open deal. This is your first stop each morning, and it is exactly what Tess works from.
- Hot leads. Deals in your Qualified or Negotiation stage. Keep this list short and your attention focused on what is closest to closing.
- VIP clients. Filter by a "vip" tag. These are the relationships worth a quarterly check-in, which is June's job.
- Needs invoice. Won deals you have not billed yet. Pair it with Ray, the invoice-collection agent, and money stops slipping through the cracks.
Why pinned views beat searching
Search answers a question you remember to ask. A pinned smart view answers the question before you ask it, every single day. The "Overdue follow-up" view is the difference between meaning to stay in touch and actually doing it, which is the whole point of how to stay in touch.
Smart views also depend on good tags, which is why tagging on import matters so much. If you have not imported yet, set your tags up first in how to import contacts.
A smart view you check daily is worth ten you built and forgot. Pin three or four, not fifteen. The point is a short list you actually act on each morning.
Keep exploring
Frequently asked questions
What is a smart view in Orbit?+
A smart view is a saved, filtered list of contacts you can pin to your sidebar. You filter by tag, deal stage, last-contacted date, or any field, name the view, and it updates itself live as your data changes. It turns a flat list into a focused action board.
How do I create a smart view?+
Open Contacts, apply your filters until the list shows just the group you want, click Save view, name it, and pin it. It takes about a minute and saves you that minute every day after. The view stays live and updates automatically.
What smart views should a solo business set up?+
Four cover most needs: Overdue follow-up, Hot leads, VIP clients, and Needs invoice. Each maps to a daily decision and pairs with an agent, like Tess for follow-up and Ray for invoices. Keep it to a handful so you actually check them.
Do smart views update automatically?+
Yes. Smart views are live filters, not snapshots. As contacts get tagged, deals move stages, or last-touch dates change, the view updates on its own. You never have to rebuild it.
How are smart views different from search?+
Search answers a one-off question you have to remember to ask. A pinned smart view answers a recurring question for you every day without asking. Search is for finding one thing; smart views are for managing groups over time.
Turn your contact list into a daily plan
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