What Are Views?
Think of views like bookmarks for your leads and projects. Instead of filtering for “high priority leads assigned to me” every morning, save that as a view called “My Hot Leads” and click it whenever you need it. Each view remembers:- Which filters you applied
- Which columns you want to see
- How you sorted the list
Why Use Views?
Save Time
Stop setting up the same filters over and over. One click gets you back to your list.
Stay Organized
Create different views for different tasks—morning review, weekly pipeline check, deals closing soon.
Share With Your Team
Views you create are available to your whole team, so everyone can use the same lists.
Focus
See only what matters right now instead of scrolling through everything.
Built-in Views
Ploti includes some views by default:- All Projects - Everything in one place
- All Leads - Every lead in your team or project
- Active Leads - Leads you’re still working on
- Closed Leads - Completed or lost deals
Creating Your Own Views
You can create views for anything you check regularly:| Example View | What It Shows |
|---|---|
| My Hot Leads | High priority leads assigned to you |
| Closing This Month | Deals with expected close dates coming up |
| Florida Properties | Leads filtered to a specific state |
| Needs Follow-up | Leads you haven’t contacted recently |