> ## Documentation Index
> Fetch the complete documentation index at: https://terrascout.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Views

> Edit and organize your saved views

<Frame>
  <img src="https://cdn.ploti.ai/static/view-management.webp" alt="Managing Views" />
</Frame>

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

## 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.

## Deleting a View

To remove a view you no longer need:

1. Right-click the view tab
2. Select **Delete**
3. Confirm

<Warning>
  Deleted views can't be recovered. Make sure you don't need it before deleting.
</Warning>

**Note:** Built-in views like "All Leads" can't be deleted—they're always available.

## 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.

## Tips

<CardGroup cols={2}>
  <Card title="Clean Up" icon="broom">
    Delete views you don't use. Too many tabs gets cluttered.
  </Card>

  <Card title="Better Names" icon="spell-check">
    If a view name is confusing, edit it to be clearer.
  </Card>

  <Card title="Update, Don't Duplicate" icon="rotate">
    When your workflow changes, edit existing views instead of creating new ones.
  </Card>

  <Card title="Team Defaults" icon="users">
    Admins can set default display settings so new team members start with a good setup.
  </Card>
</CardGroup>

## 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.