> ## 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.

# Views Overview

> Save your favorite filters for quick access

<Frame>
  <img src="https://cdn.ploti.ai/static/view-overview.jpg" alt="Views Overview" />
</Frame>

Views save your filters so you don't have to set them up again every time. Create a view once, then access it with one click.

## 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?

<CardGroup cols={2}>
  <Card title="Save Time" icon="clock">
    Stop setting up the same filters over and over. One click gets you back to your list.
  </Card>

  <Card title="Stay Organized" icon="folder-tree">
    Create different views for different tasks—morning review, weekly pipeline check, deals closing soon.
  </Card>

  <Card title="Share With Your Team" icon="users">
    Views you create are available to your whole team, so everyone can use the same lists.
  </Card>

  <Card title="Focus" icon="bullseye">
    See only what matters right now instead of scrolling through everything.
  </Card>
</CardGroup>

## 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

These can't be deleted, but you can customize how they look.

## 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      |

## Getting Started

<Steps>
  <Step title="Filter Your List">
    Use the filter bar to narrow down to the leads or projects you want to see.
  </Step>

  <Step title="Save as View">
    Click **Save View** and give it a name you'll remember.
  </Step>

  <Step title="Click to Access">
    Your new view appears as a tab. Click it anytime to load those filters instantly.
  </Step>
</Steps>