Saved filter views

Most people look at the same few slices of their data over and over: my open deals, this quarter's new contacts, accounts in onboarding. Saved views keep those a click away. Filter any CRM list however you like, save it as a named view, and switch between your views from a row of tabs at the top of the list. Edits to the active view save as you go, so it stays the way you left it.

Share a view with your team when everyone should be looking at the same thing, or keep it to yourself, and rename or delete it whenever you like. Saved views work in more places than the main lists, too, including the pipeline board and Meeting Summaries.