Save and share a view

A saved view is a filter you set up once and reuse. It is the difference between rebuilding the same five conditions every Monday and clicking one item in the sidebar.

1. 1Set up the filters you want on the list page until it shows exactly what you need.
2. 2Click Save as View.
3. 3Give it a name that says what it shows — "Nordjylland, open" is useful, "My view 2" is not.
4. 4Tick Allow others to see and use this view if the team should have it too. Leave it off and the view stays personal.
5. 5Save.

Saved views appear under their list page in the sidebar, so a shared view becomes part of how the team navigates rather than something people have to be told about.

A view stores the rule, not the records that matched when you saved it. Open it next month and it shows whatever matches then — which is what makes a view like "not contacted in 90 days" worth having.

To change a view, open it, adjust the filters, and save it again. To remove one, use the delete option on the view itself. Deleting a shared view removes it for everyone, so check with the team first if it is one they use.