Views & filters
This page shows you how to save views — your own combinations of filters, sorting, and columns — so the lists you work from are one click away.
List and Kanban
Section titled “List and Kanban”Both Leads and Deals can be shown as a list (a table, best for scanning and bulk work) or a Kanban board (cards in columns by status, best for seeing your pipeline and dragging deals forward). Switch between them with the view toggle.
Filter, sort, and choose columns
Section titled “Filter, sort, and choose columns”From either view you can filter (this month, my deals, a stage), sort, and pick which columns show. A useful filter is “assigned to me”, which always means whoever’s logged in.
Save a view
Section titled “Save a view”- Default view — changes you make to the default list (filters, sort, columns) are saved automatically.
- Named view — set up the filters/sort/columns you want, then choose + Create View and name it. It appears in the dropdown for quick access.
Saved views are personal by default — only you see them.
Pinned and public views
Section titled “Pinned and public views”- Pin a view so it’s always handy in your sidebar.
- Make a view public so it’s shared with all users — great for team-wide lists like “Unassigned leads” or “Deals closing this month.”