Stop reconfiguring seu CRM every time you sit down. Save your perfect filter, column, and sort setup as a named view, then switch between views com um clique. Build a library of views for every fluxo de trabalho - hot leads, overdue follow-ups, enterprise accounts, deals closing this month - and jump between them without losing your place.
Saved views let you build and store multiple grid configurations so você sempre see the data that matters most for the task at hand.
Filters, visible columns, sort order, and column widths are all captured when you save a view. Give it a descriptive name like "Hot Leads" or "Deals Closing This Week" and é stored permanently in your view library. Every detail of your grid setup is preserved exactly as you left it.
Jump between saved views from the dropdown menu at the top of any grid. A check icon shows which view is currently active so você sempre know what filters are applied. Star any view to set it as your default - it loads automáticoally every time you open that grid.
Saved views are available on both the contacts grid and the opportunities grid. Each entity type maintains its own separate view library, para que vocêr contact views and deal views stay organized independently. Build as many views as você precisa for each grid.
Build views using filters on any field no seu CRM - status, tags, owner, company, valor do negócio, last contacted date, campos personalizados, 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 "Chamadas 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.
Start de qualquer contatos or opportunities grid. Apply the filters você precisa, hide columns that are not relevant, set seu preferido sort order, and resize columns to fit. Get the grid looking exactly the way você quer it for a specific fluxo de trabalho or task. Take your time - the configuration will be saved precisely as you set it up.
Click the Bookmark icon in the grid toolbar to open the save dialog. Enter a clear, descriptive name that tells you at a glance what this view shows - something like "Hot Leads," "Follow-Ups Atrasados," or "West Coast Enterprise." Click save, and your configuration is stored in your view library permanently until you choose to delete it.
Open the view dropdown at the top of the grid to see all your saved views. Click any view name and the grid reconfigures instantaneamente - filters, columns, sort order, everything reloads em uma única click. No waiting, no manual reconfiguration. The active view is marked with a check icon so você sempre know which view você está currently using.
Star your most-used view and it becomes your default. Every time you navigate to that grid, your default view loads automáticoally. 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 fluxos de trabalho.
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 valor do negócio. See stage, probability, and owner de relance. Este é the view sales managers load every Monday morning to review o pipeline and forecast revenue.
Save your perfect grid setup e nunca waste time reconfiguring again. Build a library of views for every fluxo de trabalho and switch between them com um único clique. Comece seu teste grátis today.
Comece Seu Teste Grátis