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Create View
Create views to save filter combinations you use regularly. Your saved views appear as tabs so you can switch between them instantly.

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How to Create a View

  1. Filter your leads or projects to show what you want
  2. Click Save View in the filter bar
  3. Give it a name
  4. Click Create View
That’s it. Your view now appears as a tab.

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Naming Your View

Pick a name that tells you what the view shows:
Good NamesWhy It Works
Active High PriorityClear what status and priority
Closing This MonthObvious time frame
Lake County LeadsSpecific location
My Assigned DealsShows ownership
Avoid generic names like “My View” or “Test”—you won’t remember what they’re for later.

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Choosing Filters

When creating a view, you can filter by any combination of fields:
  • Status - Show only leads at a certain stage
  • Priority - Focus on high-priority items
  • Assigned To - See just your deals or a teammate’s
  • Location - Filter by state, county, or city
  • Dates - Expected close date, last activity, etc.
  • Values - Asking price, estimated value ranges
Start with just one or two filters. You can always add more later if the view shows too much.

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Customizing Appearance

You can personalize your view with:
  • Icon - Choose an icon or emoji for the tab
  • Color - Pick a color to make it stand out
This helps you quickly spot the view you need when you have several tabs.

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Tips

Be Specific

“High Priority Florida Leads” is more useful than “Some Leads.”

Match Your Routine

Create views for things you check regularly—daily hot leads, weekly pipeline review.

Start Simple

Begin with fewer filters. Too many filters might show nothing.

Share Knowledge

Your views are shared with your team—create ones that help everyone.