Create your first view

Views are the first step to exploring the data you need.

To get started, navigate to Workbench in the sidebar.

Click on New in the top-right corner to create your first View.

Here you can choose the Base table for your first report.

You can select

For our first View, we're going to select Account if Salesforce is your CRM. If you are using HubSpot as your CRM instead, select Company.

Once your Base table has been selected, you can add the Fields you need right away to speed up your building. Select the fields you need or skip straight to Continue.

Voila!, you've created you first View!