Douglas G.

Don’t make too many different user views. Less is more. Only show fields that are used 80% of the time Automate as much as you can Have blown up and rebuilt a dozen times across 10 companies and the simpler I go the more positive feedback I get from end users. Also get a group of test users to give feedback from each persons view. They can champion adoption!

Clay can do this. Find someone who can implement that for you.

Nimisha You could add a step in your Workflow, to assign to a list. Then you could build reports/Dashboard filtering on that list.