Every CRM list — Customers, Companies, Deals, Quotes and Products — can be filtered, sorted and saved as a view. A saved view appears as a tab above the list, so the list your team checks every morning is one click away.
Filter a list
- Open a list, for example CRM → Customers.
- Add a filter: pick a field, a condition and a value — for example Lead score is at least 70 or City is Riyadh.
- Add more conditions and choose whether all of them must match (AND) or any of them (OR). A filter can hold up to 20 conditions.
Choose columns and order
Use the column chooser to show the fields you need — including lead score, lifetime value, order count and last order for customers connected to a store — then sort by any column.
Save it as a view
- Click Save as view and give it a clear name, such as “Hot leads in Riyadh”.
- Keep it for yourself, or share it — shared views are visible to your whole team.
- Each list can hold up to 50 saved views. Delete the ones you no longer use.
Act on the results
Select records to run a bulk action — for example assign an owner, add a tag, add customers to a sequence, or select exactly two records to merge them.
Tip: a view stores the filter, not the results. A customer who starts matching the filter tomorrow appears in the view automatically.