Saved views let you preserve your current grid configuration -- filters, visible columns, sort order -- and switch between setups with one click. Instead of rebuilding your preferred layout every time you open the Contacts or Opportunities page, you can create named views like "Hot Leads," "Follow-up Needed," or "Enterprise Prospects" and jump between them instantly.
Saved views are especially powerful for sales teams that manage large pipelines. Each team member can maintain their own set of views tailored to their territory, deal stage focus, or daily workflow. Views are stored per-user, so your custom configurations never interfere with what your teammates see.
Before You Start
- Make sure you have at least a few contacts or opportunities in your grid so you can see your filters take effect
- Familiarize yourself with the grid toolbar -- the filter, column, and sort controls are all located in the bar above the grid
- Saved views work on both the Contacts grid and the Opportunities grid
Understanding Saved Views
A saved view captures three things about your current grid state:
- Active filters: Any column filters you have applied, such as "Status equals Hot Lead" or "Company contains Acme"
- Visible columns: Which columns are shown or hidden, and in what order they appear from left to right
- Sort order: The column the grid is sorted by and whether the sort is ascending or descending
When you load a saved view, all three of these settings are restored at once. You can think of a saved view as a snapshot of how you had the grid arranged at a particular moment.
Configure Your Grid
Before saving a view, set up the grid exactly the way you want it. This means applying any combination of filters, choosing which columns to display, and sorting by the column that matters most for this particular workflow.
Applying filters:
- Click the Filter icon in the grid toolbar to open the filter panel
- Select a field to filter by (e.g., Status, Company, Tags, Owner, Created Date)
- Choose a condition such as "equals," "contains," "is empty," or "is after"
- Enter or select the filter value
- Add multiple filters to narrow results further -- all filters are combined with AND logic
Choosing columns:
- Click the Columns icon in the toolbar to see the full list of available fields
- Toggle columns on or off by checking or unchecking them
- Drag columns in the list to reorder them from left to right in the grid
- Common columns include Name, Email, Company, Phone, Status, Owner, Last Activity, and Tags
Setting sort order:
- Click any column header to sort by that column
- Click again to toggle between ascending and descending
- The active sort column displays a small arrow indicator
Save the View
Once your grid is configured, click the Bookmark icon in the toolbar. A small dialog appears where you can enter a descriptive name for the view.
Steps to save:
- Click the Bookmark icon (it looks like a small flag or ribbon) in the grid toolbar
- Type a name for your view -- choose something descriptive like "Hot Leads - West Coast" or "Follow-up This Week"
- Click Save View to store the configuration
- The view now appears in your view switcher dropdown
Naming Tips
Use clear, specific names that describe what the view shows rather than how it is filtered. For example, "Enterprise Prospects" is more useful at a glance than "Company size > 500 employees." If you share your screen during team meetings, descriptive names help others understand what they are looking at.
Switch Between Views
After saving one or more views, you can switch between them at any time from the view switcher dropdown.
- Click the Bookmark icon to open the dropdown
- You will see a list of all your saved views
- Click any view name to apply it -- the grid instantly updates with the saved filters, columns, and sort order
- A check icon appears next to the currently active view so you always know which one is loaded
Switching views is instantaneous because the configuration is stored locally. There is no network request needed to change the grid layout; only the data fetch uses your active filters to pull the right records from the server.
Set a Default View
If you find yourself loading the same view every time you visit the Contacts or Opportunities page, you can star it as your default.
- Open the view switcher dropdown
- Hover over the view you want as default
- Click the star icon next to the view name
- The starred view will now load automatically whenever you navigate to that grid page
You can only have one default view per grid (one for Contacts, one for Opportunities). To remove the default, click the star icon again to un-star it. When no default is set, the grid loads with no filters applied and all columns visible.
Edit and Delete Views
Your workflow will evolve over time, so you may need to update or remove views that are no longer relevant.
To update a view:
- Load the view you want to update by clicking it in the dropdown
- Make your changes -- adjust filters, add or remove columns, change the sort
- Click the Bookmark icon and save with the same name to overwrite the existing view
To delete a view:
- Open the view switcher dropdown
- Hover over the view you want to remove
- Click the trash icon that appears on the right side
- The view is removed immediately -- this action cannot be undone
To clear the active view:
If you want to return to the unfiltered, default grid without any saved view applied, click the "Clear" or "Reset" option at the top of the view switcher. This removes all active filters and restores the default column layout without deleting any of your saved views.
Use Case Examples
Here are some practical saved views that SalesSheet users commonly create:
- Today's Follow-ups: Filter by "Next Follow-up Date equals Today" and sort by priority. Star this as your default so it loads every morning.
- Hot Leads: Filter by "Status equals Hot Lead" and show columns for Name, Company, Last Activity, and Owner. Sort by Last Activity descending to see the most recently engaged leads first.
- Uncontacted This Week: Filter by "Last Activity is empty" combined with "Created Date is after [start of week]." This helps you catch new contacts that have not been reached out to yet.
- Enterprise Accounts: Filter by "Company Size greater than 200" or by a custom tag. Show columns relevant to enterprise sales like Annual Revenue, Decision Maker, and Contract Value.
- My Deals in Negotiation: On the Opportunities grid, filter by "Stage equals Negotiation" and "Owner equals Me." Sort by Expected Close Date ascending to focus on the nearest deadlines.
Views for Contacts vs. Opportunities
Saved views are grid-specific. A view you create on the Contacts grid will only appear in the Contacts view switcher, and the same applies to Opportunities. This keeps your dropdowns clean and relevant to the data you are currently working with.
Pro Tip
Create a "Today's Follow-ups" view filtered by next follow-up date = today, and star it as your default. It loads automatically every morning so you know exactly who to contact. Pair this with a second view called "This Week's Pipeline" on the Opportunities grid to start each day with a clear picture of both your outreach tasks and your active deals.
Troubleshooting
My saved view is not showing the results I expect. What happened?
The most common cause is that the underlying data has changed since you created the view. Saved views store your filter and column configuration, not the actual records. If contacts have been updated, deleted, or added, the results will reflect the current state of your data. Check your filter conditions to make sure they still match the records you are looking for.
Can I share a saved view with my team?
Saved views are currently stored per-user. There is no built-in sharing feature at this time, but you can tell a teammate the exact filter and sort configuration so they can recreate it. Team-shared views are on the product roadmap.
I accidentally deleted a view. Can I recover it?
Deleted views cannot be recovered. You will need to recreate the view by applying the same filters, columns, and sort order, then saving it again with the same name. To avoid accidental deletions, be careful when clicking the trash icon in the dropdown.
Is there a limit to how many views I can save?
There is no hard limit on the number of saved views. However, for practical usability, we recommend keeping your list to around ten or fewer views per grid. A long list of views can become difficult to scan quickly in the dropdown.