Saved views let your team return to important CRM lists without rebuilding filters.

What this feature is for

• Saved views let your team return to important CRM lists without rebuilding filters.

When to use it

• You often need the same subset of customers, companies, or opportunities.
• Your team manages queues like new leads, renewals, overdue follow-up, or VIP customers.

Do it manually

1. Open Customers.
2. Apply filters, columns, and sorting.
3. Save the view with a clear team-friendly name.
4. Use the saved view from the toolbar when needed.
5. Update or delete views that no longer match the workflow.

Ask Faster AI

Suggest useful saved customer views for my business, including new leads, overdue follow-up, open deals, and recent form submissions.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of use saved customer views.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Import or add contacts
• Configure CRM fields and layouts