Search, filter, and save customer views

The Customers page gives you several ways to narrow the list down to what you're looking for:

1. 1Search: type a name, email, or other detail into the search box at the top of the list to jump to a specific customer.
2. 2Filters: open the filter panel to narrow by things like industry, account status, or health score.
3. 3Owner: if you're allowed to see other people's customers, use the user filter to switch between just your customers and the whole team's.

Once you've set up a filter you use often, save it as a view so you don't have to rebuild it each time. Saved views show up under Customers in the sidebar, and you can share a view with your team.

You can also switch the page between a list and a card layout using the toggle near the top right, handy on smaller screens.

The filter bar and saved views are the same component on every list in DealJourney, so anything you learn here works on the others: Filter a list covers building a filter, and Save and share a view covers keeping and sharing one.