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Save a view of a list

1. Save the conditions you set on a list

1. On Deals, People, Organizations, Leads or Activities, press Filter and sort and set what you want: Only my records, an owner, a status (leads and activities), a Period (this week or this month), a stage (deals), a date range, a custom field, and the Order.
2. Press Save as view, type a name in View name, and press Save.

A view keeps the conditions and the order, never the records. When you open it later, the list shows the records that match now. This week and This month move with the calendar, so a view of deals closing this month stays right next month. A view is private to you until you share it. Your names must be different on one list.

2. Use a saved filter

Choose it under View. Your own views are listed first, then the ones colleagues shared with the workspace. Press Clear to see every record again.

To open a list on one of your views every time, choose it and press Make default. Each list has one default, and Remove default undoes it. A view a colleague shared cannot be your default; adjust it and save it under your name first.

If you change a view you own, press Update view to keep the change. On Activities, a view replaces the status, period and owner choices until you press Clear.

3. Share a filter with the workspace

Choose your view, then turn on Share with the workspace. Everyone can use it, but each person sees only the records they are already allowed to see, so the same filter can show two people different rows. They cannot change it; they can set the same conditions and save them under their own name. Turn the switch off to make it private again.

A workspace administrator can also change or delete a filter that is shared with the workspace. Nobody else can see or change a private one.

4. Delete a view

Choose your view and press Delete this view, then confirm. The records it showed are not touched.

5. When a field or stage was removed

If a custom field, a stage or a person a filter mentions is removed later, the filter still opens. The list is shown without that condition, and a note above the list says which one no longer applies and why. To repair the view, set the conditions you want and press Update view.