Save and manage views
Views let you save a combination of filters and column settings as a named preset. Switch between views with one click — no need to reapply filters or reconfigure columns each time.
Create a new view
Set up your filters and columns
Apply the filters and column settings you want to save.
Click Save View
A purple Save View button appears in the toolbar once you've customized your table. Click it to open the save dialog.
Name your view
Enter a descriptive name for your view (up to 50 characters). Choose something your team will recognize, like "My Active Leads" or "Partner Leads - New".
Click Save & Apply
Click Save & Apply. Your view is saved and immediately applied. The view name appears in the Select View dropdown for future use.
Switch between views
Click the Select View dropdown in the toolbar to see all saved views. Each view shows the name and the creator. Select a view to instantly apply its filters and column settings.
Your last selected view is remembered across sessions. When you return to the Leads page, the same view will be active automatically.
Update an existing view
If you modify the filters or columns while a view is active, an Update View button appears. Click it to save the changes to the current view — no need to create a new one.
Clear a view
Click the X icon in the Select View dropdown to deselect the current view. This clears the view selection but keeps the filters applied until you manually clear them.
What gets saved in a view
| Setting | Saved? |
|---|---|
| Applied filters | Yes |
| Selected columns and their order | Yes |
| Sort column and direction | Yes |
| View name and creator | Yes |
Views are shared across your organization. Any team member can see and use views created by others.
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