How do I filter and save a view of my records?
Set up your daily drivers once, return to them in one click.
Open contacts, companies, deals, or tickets, apply filters to narrow the records to what you care about, then save that as a view so it's one click next time.
Views are a huge time-saver for the things you look at every day — "my open deals," "contacts to follow up with," "tickets assigned to me." Instead of re-filtering every morning, you save the filtered result once and return to it instantly.
- Filter by owner, stage, date, or any property that matters to you.
- Save the view and give it a clear name.
- Set your most-used views as favorites so they're always a click away.
Views are personal to how you work — building a couple that match your daily routine is one of the fastest ways to feel at home in the system.