Saved views

A saved view remembers filters and pinned filter controls on a page, plus an optional column layout on supported tables. 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.

Pin a filter when you want its control ready for the next search, even when it is not currently narrowing the results.

1. Open Add filter and use the pin beside a filter, such as Industry. You can also pin it from its filter popover.
2. Close the menu. The pinned filter stays on the bar with Any until you select a value.
3. Save a view to keep that set of pinned controls for next time.

Clearing a pinned filter's value leaves the control on the bar. Unpin an empty filter to remove it. A pin by itself does not restrict which records match.

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. To keep a useful filter visible even without a value, use its pin control in Add filter or in the filter popover.
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. Add an active filter or pin a filter before saving.
4. Enter a descriptive View name. On supported tables, Also set column layout is selected by default: it saves visible columns, their order, frozen columns, and sorting. Column widths stay personal. Turn it off if the view should only set filters and pins.
5. Select Save.
6. Return to the page, open the View menu, and select your saved view to apply its criteria again.

A pinned filter remains visible with Any when it has no selected value. Clearing its value keeps the control available; unpinning an empty filter removes it from the bar. Save the view to keep its pins for next time.

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, pins, and column layout 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. Use View settings… to change whether the view also sets a column layout. Resetting a changed view restores its saved filters and pins, and its saved column layout when included. Editing and sharing controls depend on your permissions.

On Find accounts and Find contacts, the View menu lists views saved on either the Accounts or Contacts tab, and the view you select stays selected when you switch tabs. A view's column layout applies only on the tab where it was saved, and a new view is saved to the tab you're on, so save it from the tab whose columns you want it to set.

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.

View → Copy link links to the saved view; it does not include your unsaved search or filter changes. 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. A view assigned as a group default can be protected from deletion or reduced sharing; an administrator must remove or replace that assignment first.

Your organization can assign default saved views for Find contacts, Find accounts, Signals, and Tasks. A normal visit opens the default assigned to your group. A link that specifies a view or filters takes precedence, and you can use the View menu to switch.

Find accounts and Find contacts each have their own default. Opening either page from the sidebar applies its default, while switching between the Accounts and Contacts tabs keeps your current search and view.

If no default is assigned or the assigned view is unavailable, the page uses its usual starting state. Administrators can follow Layout configuration to choose group defaults and review their sharing impact.

Check the selected view, its active filters and pins, any changes you made since opening it, and whether you are on the intended page or list. A pinned filter showing Any is visible without narrowing the results. If columns differ from what you expected, check View settings… for the column-layout choice; widths remain personal. If a shared view is missing from the menu, its visibility and access may need to be updated separately.