View Recipe: Unassigned or House View

This recipe helps create a view that displays accounts, contacts, and referrals that are unassigned or assigned to a house account.  Note that changing the value in Step 3 can create different views for either Unassigned or House Accounts.

Remember: all views are created in a similar manner.  For a quick primer, our Creating New Views article walks through all the steps in detail.  The recipes below simply highlight the fields needed to achieve the specific view.

Example Screenshot- Unassigned View

Example Screenshot- House Account View