Saved views

Learn more about how to save views to more quickly access the lists you want to see.

Saving views from the Contact or Company list:

• Click on “CRM” in the navigation bar to pull up the full list.
• Select “Add view” near the middle of the page, above the first listed record.
• Enter a name for this view.
• Apply any relevant filters to get the desired list of records.
  
  • Not sure how to filter? Learn more here.
• Select “Save view” to create the new view. Access that saved view by selecting the name near the top of the page.

Saving views from the Pipeline report:

• Mouse over “CRM” in the navigation bar and select the appropriate pipeline.
• Select “Add view” near the middle of the page, above the first listed record.
• Enter a name for this view.
• Select the desired layout for this saved view. Then, apply any relevant filters to get the desired list of records.
  
  • Not sure how to filter? Learn more here.
• Select “Save view” to create the new view. Access that saved view by selecting the name near the top of the page.