Saved Views
Filters, sorts and column layout kept as one named thing, and handed to a role rather than to a person, so the question outlives whoever first thought to ask it.
Four views over the same eight leads
7 rows · 5 columns- Alan ReyesArdent LogisticsProposal SentS. Bhatt£81.0k
- Ben OseiLarkfield GroupQualifiedM. Ortiz£64.0k
- Ken AdachiNorthbridgeNew Leadunassigned£54.0k
- Dana WhitlowMeridian FreightProposal SentM. Ortiz£48.0k
- Nina KaurKestrel HealthMeeting ScheduledJ. Reyes£37.5k
- Priya RamanHalden RetailContactedS. Bhatt£22.5k
- Ruth BelloVantage NumbersNew Leadunassigned£9.8k
- stage · notEquals · Lost
Product figures from the platform’s own defaults - not customer averages
How it works.
Four things travel together
The filter set, the sort, the column state down to width, pinning and which columns are hidden, and a name. Saved as one record, so reopening it restores the arrangement and not merely the rows.
Shared to a role, not to a list of names
A view goes to named people, to CRM roles or to a team. Given to a role it follows whoever holds that role, so somebody starting on Monday opens the same board as everybody else without being added to anything.
Your default is yours
Marking one default clears your previous default for that list. It decides what you open on, and it does not decide what anyone else opens on.
A lens, never a key
Opening one re-runs it against what you personally may read. Two people on the same view can honestly see different row counts, and that is the point of handing it out freely.
One moment in every record.
Every record passes through the same seven. Saved Views is the lit one, and everything either side of it is a different page in this category.
- 01Capture
how it arrives, and from where
- 02Shape
the fields and stages it carries
- 03Find
getting back to the right ones
- 04Work
what happens against it day to day
- 05Advance
moving it towards a decision
- 06Protect
who may see it, and staying clean
- 07Report
what the floor is judged on
The specifics.
8 facts- Saved
- Filters, the sort, column order, width, pinning and hidden columns, under one name
- Lists
- Leads, deals, products and vendors, kept apart so a view cannot open on the wrong one
- Shared with
- Named people or CRM roles, in any combination
- Role shares
- Follow the role, so a new holder inherits the view without being invited
- Teams
- A third kind of recipient beside people and roles, carrying the whole view to everyone in it
- Default
- One flag per view. Naming a new one clears the previous one you named
- Ownership
- A view has one owner. Being shared a view does not confer editing it
- Scope
- It narrows what you may already read and cannot widen it by a single row
What else writes to this record.
A record is worked by more than one part of the system at once. These are the ones that put something on it, or read it back.
More in Leads & Sales CRM
11 capabilitiesThe system of record the phone writes to directly - no sync job.
Create the stages your floor argues about, colour them, order them and rate them hot, warm or cold, while six fixed categories keep the reporting stable.
Ten sources seeded and sealed, your own added beside them, each with a colour and a live count, and one stamped across a whole import rather than per row.
Eleven field types, all of them on the picker, with options, defaults and a section of their own, on leads, deals, products and vendors. No cap on how many.
Sort the fields you add into named sections with their own colour, order and table visibility, then grant or withhold a whole section per permission profile.
Upload, map, review. Headers auto-map against the full field catalogue, imports stream so memory stays bounded, and a failed row never stops the run.
Matched on normalised email then phone, at the moment a record is written, so the duplicate is caught on the way in rather than found in a report later.
Every field change on a record with both values, beside the notes, mail, tasks and deal links against it, assembled as it happens rather than typed up later.
Calls, voicemails, emails and texts merged into one chronological history per lead, attached by the number they reached, with duration and the wrap-up code.
Tasks with assignees, reminders, comments and templates, raised by hand or by a sequence, and the only CRM object that leaves the app to find someone.
A role tree, sixteen org-level flags, per-entity CRUD and sharing rules across branches - so a BPO runs several clients on one tenant, safely.
Ten measures over six windows, with attainment read from won deals and logged work the moment you open the target rather than filed by hand or overnight.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Leads & Sales CRM
See saved views on your own floor.
Thirty minutes, your numbers and your data. We will set saved views up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included