Saved views turn repeated customer questions into reusable worklists. Use them for hot leads, new inquiries, missing data, overdue follow-up, active clients, and owner-specific queues.

What this guide helps you do

• Create a saved view from filters, sorting, and columns.
• Update or copy a view without disrupting starter views.
• Use saved views as a daily operating list for people, companies, or opportunities.

Before you start

• Know the worklist you want to repeat.
• Choose the filters, sort order, and columns that answer that question.
• Decide whether the view is personal, team-facing, or admin-managed.

Do it manually

1. Open Customers and choose People, Companies, Pipeline, or another object list.
2. Apply search, filters, sort, and visible columns.
3. Choose Save view.
4. Give the view a clear name, such as Hot leads, Missing phone, or My renewals.
5. Save the view and reopen it from the sidebar or view menu.
6. Update the view when the same worklist needs new filters or columns.

Ask Faster AI

• Create saved view ideas for a sales follow-up workflow and explain what each view should show.
• Make a saved view for people owned by me, stage is new, and last activity is older than 7 days. Show me before saving.
• Review this saved view and suggest columns that make follow-up easier.

Review before saving or applying

• Name views so teammates understand the job they support.
• Do not hide fields that are required for the decision the view supports.
• Avoid making a new view when updating an existing saved view is clearer.

Common issues and fixes

• If records disappear, clear filters and rebuild the view one filter at a time.
• If a starter view cannot be edited, create a copy.
• If columns do not persist, update the saved view rather than only moving columns in the current session.

Example CRM setup article

For an example of turning one daily question into a practical saved view, read the CRM-with-AI afternoon walkthrough. Setting Up a CRM with AI in an Afternoon.

Connected workflows

• Map form submissions to customer records
• Create a segment from customer behavior
• Use customer activity for follow-up
• Review Money activity for a customer

Placeholder media

• Screenshot placeholder: add an annotated screenshot of use saved customer views with customer names, emails, phone numbers, amounts, file names, and private notes blurred.
• Video placeholder: add a short walkthrough that starts in Customers, shows the manual path, then shows how to ask Faster AI and review the result before saving, sending, merging, or assigning work.

Related help

• Configure CRM fields and layouts
• Use the customer command menu
• Review stale opportunities