Tu CRM muestra datos diferentes para cada situación - leads nuevos para prospección, negocios activos para seguimiento, contactos por empresa para gestión de cuentas. Las vistas guardadas de SalesSheet te permiten configurar filtros, columnas y orden una vez y guardarlos con nombre para acceso instantáneo. Cambia entre vistas con un clic en vez de reconfigurar filtros cada vez.
Configura una vez, usa siempre. Vistas personalizadas para cada parte de tu flujo de trabajo.
Filtros, columnas visibles, orden, ancho de columnas - todo se guarda. Cada vista es una instantánea completa de tu configuración de cuadrícula que puedes restaurar con un clic.
Crea tantas vistas como necesites para cada tabla. "Mis leads activos", "Negocios por cerrar este mes", "Contactos sin actividad" - cada una con su propia configuración.
Comparte vistas guardadas con tu equipo para que todos tengan acceso a las mismas perspectivas de datos.
Build views using filters on any field in your CRM - status, tags, owner, company, deal value, last contacted date, custom fields, and more. Combine multiple filters to create highly targeted views like "Enterprise contacts in California tagged as Decision Maker with no activity in 30 days."
Choose exactly which columns are visible in each view and set the order that makes sense for that workflow. Your "Calling Queue" view might show name, phone, and last call date, while your "Pipeline Review" view shows deal name, value, stage, and expected close date. Different tasks, different columns.
Views are not locked after creation. Adjust filters, add or remove columns, change the sort order, and save your changes to the existing view - or save as a new view to keep both versions. Rename or delete views you no longer need to keep your library clean and focused.
Aplica filtros, reordena columnas, ajusta el orden y oculta columnas que no necesitas.
Haz clic en guardar y dale un nombre descriptivo a tu vista. La configuración se almacena permanentemente.
Selecciona cualquier vista guardada del menú desplegable para restaurar la configuración completa al instante. Sin reconfigurar filtros, sin perder tiempo.
Star your most-used view and it becomes your default. Every time you navigate to that grid, your default view loads automatically. No need to select it from the dropdown each time you start your day. You can change your default at any time by starring a different view.
Here are some of the most common saved views that SalesSheet users create to streamline their daily workflows.
Filter contacts by "Hot" status or tag, sort by last activity date, and show only name, company, phone, and last contacted columns. This gives you a clean calling list of your highest-priority prospects ready to work through each morning.
Filter for contacts where the next follow-up date has passed, sorted by how many days overdue. This view ensures no prospect slips through the cracks and helps you prioritize who needs attention first based on how long they have been waiting.
Filter opportunities by expected close date within the current month, sorted by deal value. See stage, probability, and owner at a glance. This is the view sales managers load every Monday morning to review the pipeline and forecast revenue.
Vistas guardadas que te permiten configurar tu CRM una vez y acceder al instante. Comienza tu prueba gratuita hoy.
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