Saved Views

Saved views let you bookmark specific filter, sort, and column configurations so you can switch between them instantly. Instead of re-applying filters every time, save the view once and access it from a tab.

Create a saved view

1. Go to Leads and configure your desired filters, sort order, and columns.
2. Click Save View in the toolbar.
3. Enter a name for the view (e.g., "High ICP — US East Coast", "New This Week").
4. Click Save.

The view appears as a new tab alongside the default views.

What's saved in a view

A saved view preserves:

• Filters — all active filter conditions
• Sort order — which column and direction
• Grouping — if leads are grouped by a dimension
• Column selection — which columns are visible and their order

Switch between views

Click the view tabs at the top of the leads table to switch. Each tab loads its saved configuration instantly.

Edit a saved view

1. Switch to the view you want to edit.
2. Adjust the filters, sort, or columns.
3. Click the dropdown arrow next to the view name.
4. Click Update View to save changes.

Delete a saved view

1. Click the dropdown arrow next to the view name.
2. Click Delete View.
3. Confirm the deletion.

The default views (All, Pending Approval, High ICP) can't be deleted.

Shared views

Saved views are visible to everyone in your workspace. When you create a view, your entire team can use it. This is useful for standardizing workflows — for example, a "Daily Review" view that the team checks each morning.