Saved Views are one of the fastest ways to get value from Evergrowth, but the real magic is not just “nice segmentation"...
...The best Saved Views act like GTM action queues:
What should I work today?
What’s newly ready?
Where do I have a new signal to act on?
Which accounts need a refresh or recycling?
Below are plug‑and‑play Saved Views you can set up in minutes, including exactly how to use each one to prioritise research, contact discovery, play generation, and outreach.
Pre requisite reading
📖 Filtering your Evergrowth Records - Learn how to configure Basic and Advanced Filters
📖 Saved Views - Learn the basics of how to set up, share and use Saved Views
Quick rules that make Saved Views work
1) Build Saved Views around a “next action”
If a view doesn’t clearly have a “what do I do with this list?”, it won’t get used.
2) Keep your "daily drivers" between 3–5 views
Better to have 5 views you use weekly than 20 views you only use once.
3) Create "Fair game" versions for any shared queue
If a view is meant to feed pipeline across the team, create a second view with no owner, so reps can assign themselves a batch and avoid stepping on each other.
Starter Pack 🚀
Use these as your daily drivers: quick views that answer "where should I start today?" and keep your book of business moving
1) All My Accounts
What it gives you
Your “book of business” - a clean list of accounts you own and that match your ICP. This becomes your default starting point for weekly planning.
Filter criteria
Owner = Me
ICP = Yes (or your equivalent “ICP-fit” field)
Make it yours
Add segment filters to hone in on specific Verticals or Region
Use Tags to filter if you only want strategic accounts
What to do from this view
Refresh research to keep context current & ensure Account Score reflects accurately
Run contact discovery to expand buying groups
NB: “Owner = Me” can refer to the Evergrowth owner and/or your CRM owner field, depending on your setup.
2) My Top Priority Accounts
What it gives you
A short, high‑leverage list: the accounts most likely to convert if you act on the research. This helps reps stop treating every account equally.
Filter criteria
Owner = Me
Account score > X
Make it yours
Choose a Score threshold that aligns with how wide a net you want to cast
Sort by Account Score (desc) before picking your targets
Add "[Research Signal]:Positive = Yes” if you want top accounts + a core buying intent marker
What to do from this view
Start each week by working the top 10–25
→ Refresh Research
→ Regenerate Account Plans
→ Find new stakeholders & multi‑thread outreach
3) Newly Qualified Accounts
What it gives you
An “inbox” of newly validated prospects - the ones that just became worth your time.
This is perfect when you’re receiving new territories, new imports, or newly triaged accounts.
Filter criteria
Last qualification date = this week / this month
Owner = Me (i.e. assigned to you)
ICP = Yes
Make it yours
Pick a cadence that matches your workflow
This week = fast-moving, large TAM to cover
This Month = slower enterprise motions & fewer account switches
What to do from this view
Sort by Account Score (desc) to start with the best first
If accounts don’t have Research/Score yet → Run research
Pick your targets & run your “end‑to‑end” workflow:
Research → Generate an Account Plan → Find contacts → Generate Plays
4) New Accounts with My Favourite Signals
What it gives you
A “strike while hot” queue: Accounts where meaningful intent has been uncovered recently and is worth referencing in outreach.
Filter criteria
Signals = Positive (for specific signals you care about)
Last Researched Date: this week
Unowned (optional but recommended if this is a shared queue)
Make it yours
Personalise by picking anywhere up to 10 signals you actually sell into (e.g. M&A, New Hiring, Internal Transformations)
Adjust timeframe:
"This week” for urgent cadence
"This Month" (or "Quarter") for enterprise
What to do from this view
Assign yourself as owner to a batch you want to target
If no contacts exist yet → run contact Finder
Generate plays for the top persona(s) tied to your favourite signal
5) My New Contacts Without Plays Yet
What it gives you
A “ready to action” list. This is especially useful if you run recurring contact discovery workflows and want to ensure you get to see every new contact before selecting the right plays.
Filter criteria
Owner = Me
IBP = Yes
Play count = 0
Make it yours
Add a “Created this week” condition so the view stays free of old clutter
Add “Account score > X” to narrow to the best accounts
Or just sort by Account Score (Desc) before taking action
What to do from this view
Generate plays in bulk (or run a Research → Play workflow)
Immediately queue into your sequencer/outreach motion
Pro GTM Team Pack 🎯
Use these to coordinate across a team: Shared queues and segmentation patterns that make it easy to distribute work without duplicating effort
💡 Pro tip: Turn any shared view into a Fair Game queue
This tip isn’t a single view on its own, it’s a pattern that makes shared views more usable.
How it works
Open up a view that many users have their own version of
Remove owner filters (& set Owner is empty)
Name it clearly:
“Newly Qualified Accounts — Fair game”
“Top Signal Accounts — Fair game”
What to do from these views
Reps: Pick a batch → assign to self → run workflows
Ops: Schedule recurring workflows so each week the list is topped up
1) Newly Qualified Accounts (Fair Game Version)
What it gives you
A shared pool of newly qualified accounts that any rep can pick up — ideal for high‑velocity teams or rotating territories.
Filter criteria
Last qualification date = this week / this month
Owner is empty (Evergrowth owner and/or CRM owner)
Make it yours
Add segment boundaries so the “fair game” pool doesn’t become chaotic (Region, Vertical, SMB/ENT tier)
If you want more quality guardrails: add “Account Score > X”
What to do from this view
Grab a batch → bulk assign to yourself (see below)
→ Then you can run your agents & workflows
Apply a tag like “[Name] – Working” or a stage to avoid duplication
2) Segment Views: Accounts/Contacts by Verticals, Regions, or team
What it gives you
A repeatable way to organise GTM work by how your team actually operates: territory, segment, vertical pods, named accounts, etc.
Filter criteria (example options to use)
Vertical/Ecosystem = X
Region (Research Agent) = Y
Assigned rep / team = Z (or tag-based assignment)
Make it yours
Add a second “actionable” filter depending on the job:
For AEs/AMs: Filter by “High score” to prioritise your next target
For SDRs: “Signals positive” or “No plays yet” to get started on outreach planning
For Ops: “Owner empty” to create fair‑game pools or begin distributing to your GTM teams
What to do with this view
Run segment-specific workflows (research → contacts → plays)
Share the view with your pod so everyone works from the same queue
3) Turn “Segment views” into Action Views
What these give you
A simple way to upgrade any “nice segmentation” view (by vertical, region, tier, or assignment) into a practical GTM queue.
The goal is to make each view answer: “What should I do next with these records?”
Start with a segment filter
Pick one consistent segment dimension:
Industry (Vertical / Ecosystem)
Region / market (Research Agents)
SMB / Mid-market / Enterprise Tier (Research Agents)
Pod / rep assignment
Then add one “action” filter to create an actionable list.
Option A: “Accounts missing contacts”
Why it’s useful: highlights accounts where you can’t run effective outreach yet because your buying group is incomplete.
Filter criteria: Segment filter + “Contacts = 0”
What to do next: Run Contact Finder / Enrichment → generate plays for the new contacts.
Option B: “New records to triage”
Why it’s useful: creates an inbox of new accounts/contacts so nothing sits untouched.
Filter criteria: Segment filter + Created date = last 7 / 14 / 30 days
What to do next: Assign → Find Contacts → Generate plays → Go!
Option C: “Ready to outreach”
Why it’s useful: a tight list of records that are already prepared for action (ideal when you want a fast calling block).
Filter criteria: Segment filter + Positive Signals (optional) + "no active sequence"
What to do next: Generate plays → launch outreach from the top of the list.
💡 You can also use "Phone/Email [Not empty]" to check which contacts are ready right now vs which need you to launch the 
Email/phone Finder
Refresh & Recycle Pack ♻️
Use these as your pipeline hygiene loop: surface stale, dormant, or unqualified records and turn them back into active, action-ready targets
1) Recycling for Newly Configured Evergrowth (Accounts)
What it gives you
A clean list of imported accounts that haven’t been properly qualified yet
➡️ the fastest way to turn a raw CRM import into usable pipeline.
Filter criteria
Owner = Me
ICP = Empty (or equivalent “not qualified yet” indicator)
Make it yours
Add a tag before you start so you can track progress & work through the list:
“[Name] – Recycling batch”Optionally scope by region/segment to keep it manageable
What to do next
Pick a batch and run a recycling workflow (see below video)
Work the view like a checklist until ICP is populated and plays exist for all your Accounts
2) Recycling for Established Evergrowth: “Dormant Accounts”
What it gives you
A reactivation queue: accounts already in your CRM that went cold, but could convert with refreshed signals and new stakeholders.
Filter criteria
CRM Dormant tag = Yes
Owner = Me
Make it yours
Make recycling a 2-step process
Part 1 using the above filters
Part 2, adding positive “Signals detected” - so you only recycle when there’s real intent you can act on
Or add “Score > X” to prioritise best-fit dormant accounts
What to do next
Refresh research (look for signals) → update account plan → find net-new contacts → generate plays
Reactivate only the accounts with meaningful context (keeps outreach relevant)
3) Recycling for Established Evergrowth: “Dormant Contacts”
What it gives you
A contact-level reactivation queue — perfect when you have a lot of contacts but they aren’t in active motion (or their data might be stale).
Filter criteria
CRM Dormant contact tag/stage = Yes
Owner = Me
Make it yours
Add “IBP = Yes” first (so you don’t recycle junk contacts)
Add “Play count = 0” to prioritise contacts who have never been contacted with Evergrowth-level outreach
Add "Account: Last Research Date = [last year]" to filter to contacts where the research has the greatest need of a refresh!
What to do next
Re-check contact accuracy and persona relevance (prevents stale outreach)
Generate new plays for the most relevant contacts
If a champion has changed jobs, you can monitor that and re-engage them at a new ICP‑fit company, supported by Contact Qualification detecting job changes and identifying a new employer
Expert SDR ⚡
Use these as execution queues: Once you nail down your GTM Motions, create variants of these to find new stakeholders, generate plays, and keep outreach flowing without losing track of who to contact next.
1) New Contacts for My Top/Key Accounts
What it gives you
A weekly “new stakeholders” queue for accounts you already care about (maybe where you've already closed, but want to expand!) - this will keep your SDR motion constantly expanding buying groups instead of running out of people.
Filter criteria
Owner = Me
Account = Key Account (or Account score high)
Contact created date = this week
Make it yours
Add a persona filter if your SDRs specialise (e.g., RevOps-only, Sales-only)
Add “Email/phone present” if you want only reachable contacts
What to do next
Sort by persona → generate plays → launch outreach from the top
Share with AEs/CSMs if it’s a multi-thread play
2) My Contacts Not in Any CRM Contact Stage
What it gives you
A cleanup + activation queue: contacts that exist, but aren’t in your CRM motion yet (no stage = easy to forget).
Filter criteria
Owner = Me
Created or Updated Recently
CRM contact stage is empty
Make it yours
Add IBP = Yes to ensure your to-contact list only contains pre-qualified personas
Add Account score filters to prioritise the best prospects first
Add Positive Account signal filters if you want to focus only on contacts where you can use a specific Play or signal-aligned messaging
What to do next
Use Digital Twins for quick outreach strategies (where relevant)
Generate plays → start outreach from the top of the list
As your CRM moved contacts into the right "contact stage", watch the queue naturally clear off
3) My Key Accounts with Best Signals
What it gives you
A monitoring view for strategic accounts, so you never miss a trigger that should change your outreach timing or account plan.
Filter criteria
Owner = Me
Key Account tag = Yes (or Score > X)
Researched this week (or “signal detected recently”)
Make it yours
Split into 2 views: one for “signals detected” and one for “no signals” (useful for deciding where to invest research effort)
Narrow to one region or vertical to keep it focused
What to do next
Regenerate the account plan to embed the new context
Add net‑new stakeholders aligned to the trigger using Contact Finder's specific Persona search
Generate signal‑based plays
Recommended Must-haves
If you’re not sure where to begin, set up these 3 first:
All My Accounts
Newly Qualified Accounts
New Accounts with My Favourite Signals
If you’re an SDR or outbound-heavy team, add “My New Contacts Without Plays Yet” as a 4th view
Once those are working, look to add from the other packs above
Additional Reading 📚
📖 Saved Views - Learn about configuring & sharing Saved Views from scratch
📖 Launching Workflows - Learn how to initiate Agentic Workflows for your Accounts & Contacts in Evergrowth