Saved Views

In this article:

What a Saved View is
Columns: what a view can include
Optional Market Insights columns
Creating and applying views
Sharing a view by URL
Frequently asked questions

What a Saved View is

A Saved View is a named bundle of three things:

Your filters
Your columns (which ones, and how they're arranged)
Your sort

Together, those three define how you look at a table — and rebuilding them by hand every time is exactly the kind of friction that stops people from using their own best setups. A Saved View captures the whole arrangement under one name.

Views are saved to your account and are reusable across lists of the same object type: build a "Top Producers" view once and apply it to any People list, or to the all-People browse table.

Columns: what a view can include

Since columns are part of what a view saves, it's worth knowing what you can do with them:

Show and hide columns (for example, the Notes column is hidden by default).
Resize, pin, and reorder them — Name stays pinned as your anchor.
Sort by any column; sorting persists per browser even without a view.

The standard columns include Name, Company Name (People), Last Activity, Location, Total Volume, Total Units (People) or Team headcount (Companies), Status, and Owner.

Optional Market Insights columns

Off by default, and switched on in View Settings: per-window production columns for linked records.

For each time window (3, 6, 12, 14, 18, or 24 months) you can add Total Volume, Total Units, Purchase %, and Refi % — and for Agents, Buyer Volume and Buyer Units. These populate automatically for linked records; manual records show nothing until linked. See Linked vs. manual records.

💡 These columns are where Saved Views earn their keep. A "12-Month Production Review" view with volume, units, and purchase/refi mix for the 12-month window is a genuinely different working surface than your default call-down table — and with views, switching between them is one click, not ten settings changes.

Creating and applying views

Set up the table the way you want it — filters, columns, sort — and save it as a view with a name.

Once you have views:

Apply one from the view trigger above the table.
The trigger shows a dot when a view is active, so you always know you're looking through a lens.
Reset to default takes the table back to its standard state whenever you want a clean slate.

Applied views work anywhere the object type matches: a Companies view applies to any Companies list or the Companies browse table.

Sharing a view by URL

Every applied view is reflected in the page URL. Copy the URL and send it to a teammate, and the link opens the table with your view applied — same filters, columns, and sort.

💡A view link shares the lens, not the records. Your teammate sees the view applied to the records they can see, which may differ from yours. Visibility always follows the usual rules; see Who can see what: privacy and sharing.

This makes view links a lightweight way to standardize a team: the manager builds the "Weekly Pipeline Review" view and drops the link in the team channel, and everyone reviews from the same angle.

Frequently asked questions

Are my Saved Views visible to teammates?
Views are saved to your account. Teammates get one when you share its URL — the link applies your view for them.

Can I use a People view on a Companies list?
No. Views are reusable across lists of the same object type only.

Does a Saved View include the records themselves?
No. A view is filters + columns + sort. Applied to different lists (or as records change), it shows whatever currently matches.

Why are my Market Insights columns empty for some records?
Those records are manual (unlinked), or were linked recently and are awaiting their first automatic refresh. See [Linked vs. manual records].

How do I get back to the normal table?
Use reset-to-default on the view trigger.