Saved views

Saved views live on the pipeline board only — People and Companies don’t have them yet, and neither does the mobile app.

What a view saves

A view captures the pipeline you’re looking at plus its filters: owner, status (open, won, or lost), and whether you’ve toggled overdue-only. It does not save sort order, column layout, or grouping — the board doesn’t have those to save.

Creating, applying, and deleting a view

1. 1Set the filters you want on the pipeline board.
2. 2Open the Views dropdown and choose Save current filters. This is only available once at least one filter is active.
3. 3Type a name when prompted, and it’s saved.
4. 4Click a saved view in the dropdown any time to apply its filters.
5. 5Use the pencil icon next to a view to rename it, or the trash icon to delete it. Deleting asks you to confirm first.

Renaming only changes the label — the filters a view captured stay as they were. To change what a view filters on, set the filters you want and save a new one.

Per-user, not shared

Saved views are private. Only the person who saved a view can see it, apply it, or delete it — there’s no option to share a view with the rest of the workspace.