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Managing Views
Keep your views organized—edit them when things change, delete ones you don’t use anymore.

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Editing a View

Need to change a view’s filters or rename it?
  1. Go to the view you want to edit
  2. Click the Edit button
  3. Make your changes
  4. Click Save
You can update the name, filters, icon, and color anytime.

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Deleting a View

To remove a view you no longer need:
  1. Right-click the view tab
  2. Select Delete
  3. Confirm
Deleted views can’t be recovered. Make sure you don’t need it before deleting.
Note: Built-in views like “All Leads” can’t be deleted—they’re always available.

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Switching Between Views

Your views appear as tabs. Click any tab to switch to that view instantly. Built-in views appear first, followed by your custom views.

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Tips

Clean Up

Delete views you don’t use. Too many tabs gets cluttered.

Better Names

If a view name is confusing, edit it to be clearer.

Update, Don't Duplicate

When your workflow changes, edit existing views instead of creating new ones.

Team Defaults

Admins can set default display settings so new team members start with a good setup.

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Common Questions

View showing wrong data? Check the filters—they might be too narrow or filtering out what you’re looking for. Can’t find a view? Views are tied to where you created them. A view made in a specific project won’t appear at the team level. Changes not saving? Display settings save automatically. For filter changes, make sure you click Save.