Saved views
A saved view stores a set of filters and visible columns on a CRM list page so you can return to the same slice of data in one click.
You probably look at the same slice of your CRM data every day — your open accounts, your overdue tasks, deals closing this quarter. A saved view is the named, reusable version of that filter so you don't have to rebuild it every morning.
Views work on any CRM list page: accounts, deals, tasks, and contacts. They remember which filters you applied, which columns you showed, and how they're ordered.
Create a saved view
Filter the list
Go to the list page you want to save (for example, CRM → Deals). Apply the filters and pick the columns you want to see.
Click Save view
A small dialog asks for a name.
Pick visibility
Choose private (only you see it) or shared (every CRM user in your organization sees it).
Save
The view is now available from the view dropdown at the top of that list page.
Switch between views
The top of every list page has a view dropdown. Open it to see your views plus any shared views from your teammates. Pick one and the list updates immediately — no save or apply step.
The default view (no filters) is always at the top of the dropdown.
Private vs. shared views
| Visibility | Who sees it | Use it for |
|---|---|---|
| Private | Just you. | Your personal triage views. |
| Shared | Everyone with CRM access in your org. | Team queues like "unassigned deals" or "renewals this quarter." |
Only the user who created a shared view can rename or delete it. If you need to take over a teammate's view, recreate it under your account.
Manage all your views
Go to CRM → Saved views to manage every view you've created in one place. From here you can:
- Reorder views to control where they sit in the dropdown
- Rename a view
- Delete a view you no longer need
Deleting a shared view removes it for everyone, so confirm before you do.
Tips
- Start with three views per list: "mine," "team," and "everything." That's usually enough.
- For tasks, a saved view like "my open tasks due this week" pairs well with the tasks list as a daily start screen.
- Custom fields show up as filter options in views, so add the field first and the view will pick it up automatically.