Custom Views and Filters
Build, save, and share filtered views across Leads, Contacts, and Deals with multiple layouts and visibility levels.
Custom views let you filter records by score, stage, owner, intent, and other criteria, then save the result and share it with your team.
How it works
You combine filter conditions using AND/OR logic across score ranges, stages, ownership, industry, intent signals, custom fields, and date ranges. Each view can use a list, kanban, or table layout, and you choose which columns appear and how they sort. Saved views are dynamic queries that update in real time, and you can pin frequently used views to the sidebar. Visibility is set to Private, Team, or Public.
Key capabilities
- Filtering across more than 25 criteria with 14 operators and AND/OR logic.
- Three layouts: list, kanban board, and table.
- Saved views with custom names, descriptions, and pinning.
- Three visibility levels: Private, Team, and Public.
- Support for Leads, Contacts, and Deals.
- Filtering by AI scores including Lead Score, ICP Fit Score, and Intent Score.
- Filtering by custom fields stored in JSONB and by custom lookup values such as Status, Priority, Source, Tags, and Industry.
- English and Hindi interface with browser auto-detection.
Tips
Most teams stack 5 to 10 conditions per view. Keep personal exploratory views Private and share only the standardized ones at Team or Public level.