Saved views

A saved view remembers a useful set of filters on a page. Use one for criteria you revisit, such as accounts in your territory or contacts in a particular department.

A list collects specific records. Use one for a defined group, such as event attendees or accounts selected for a campaign. A saved view can narrow that list to the records you want to work with today.

For example, keep all event contacts in one list, then use a view to focus on decision-makers with an available email address. Changing the view changes which records you see; it does not remove those records from the list.

1. Open a page that supports saved views, such as Find accounts, Find contacts, or a list.
2. Add the filters you want to reuse and review the results.
3. Open the View menu and select Save as new view…. The button shows your current view, for example View: All accounts or View: Custom. You need at least one active filter to create a view.
4. Enter a descriptive View name and select Save.
5. Return to the page, open the View menu, and select your saved view to apply its criteria again.

Name the view for its purpose rather than a temporary result count. The records matching the criteria can change as data and activity change.

After opening a view, you can refine its filters for your current work. Save changes when you intend to update the reusable view, or save a new view when you want to keep the original. Editing and sharing controls depend on your permissions.

Sharing has two distinct controls. Access determines who can open and use a view. Show in Saved views determines whose Saved views menu includes it. Someone needs Access before they can use a view shown in their menu.

1. Open your saved view, then open the View menu and choose Share….
2. Set Access for the people or groups who should be able to open the view.
3. If you want it to appear in their menu, set Show in Saved views for the intended audience too. Review any access warnings, then select Save.
4. Wait for the sharing confirmation. Open the View menu again and choose Copy link to share the saved view's URL.

Copying a link does not grant access. Reopen Share… to check the saved audience if a teammate cannot open the link or find the view in their menu.

If you cannot change a shared view, save your own version when that option is available. Ask the owner or your administrator to change its shared audience.

Check the view's active filters, any changes you made since opening it, and whether you are on the intended page or list. If a shared view is missing from the menu, its visibility and access may need to be updated separately.