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Stay organized with Saved Views

Video: Saved views, sorting, & searching (3 mins)

Use saved views to save cuts of data, such as:

  • In progress deals
  • Deals you might lose if you don't contact soon
  • Anything you'd like!

Creating a saved view

  1. Choose what dimensions you'd like to save (search, sort, and group)
  2. Drop down your saved views
  3. Click "Create New View"

Your saved views now show up in the sidebar, for easy access

Renaming a saved view

  1. Select the three dots next to your saved view.
  2. Click "Rename View"

Deleting a saved view

  1. Select the three dots next to your saved view.
  2. Click "Delete View"