Build saved views filtered by score, stage, owner, industry, intent, or any custom field. Share views across the team, pin your top queries, and switch between list, kanban, or table layouts in one click.
Build sophisticated views with multiple filters, choose your preferred layout, save for reuse, and share with your entire team instantly.
Advanced Filtering
Create complex filters combining score ranges, stage criteria, ownership, industry classifications, intent signals, custom fields, and date ranges. Stack multiple conditions with AND/OR logic.
Layout Selection
Switch between list view for detailed scanning, kanban boards for pipeline visualization, or table view for spreadsheet style analysis. Each layout optimized for different workflows.
Save & Pin
Save your filtered views with custom names and descriptions. Pin your most used queries to the sidebar for instant access. Create unlimited saved views for different scenarios.
Team Sharing
Share saved views with specific team members, departments, or the entire organization. Collaborative views ensure everyone sees the same data with consistent criteria.
Once teams experience custom views with named filtering and team sharing, manual data organization feels like trying to find a specific grain of sand on a beach while wearing oven mitts during a sandstorm at midnight.
Save combinations of filters, visible columns, and sort order as named views for consistent access and systematic data organization. Filter combinations eliminate repetitive configuration while ensuring efficient lead management and optimized workflow consistency for scalable sales operations and strategic focus.
Filter by any custom field stored via JSONB storage system for flexible data organization and targeted lead views. Custom field filtering enables personalized data access while ensuring systematic organization and efficient lead management for specialized workflows and strategic sales approaches.
Filter leads by AI scoring results including Lead Score, ICP Fit Score, Intent Score, and other AI analysis dimensions for intelligent lead prioritization. AI integration enables data driven filtering while ensuring systematic qualification and strategic lead management for optimized sales performance.
Set view visibility to Private for personal use, Team for group collaboration, or Public for organization wide access. Visibility levels enable appropriate sharing while ensuring systematic access control and collaborative efficiency for optimized team coordination and workflow standardization.
Create custom views for Leads, Contacts, and Deals with consistent filtering and organization capabilities across all modules. Multi module support enables comprehensive data management while ensuring systematic workflow consistency and efficient operations across the entire sales ecosystem.
Configure visible columns and display order to optimize information presentation and screen utilization for focused sales activities. Column control enables personalized data views while ensuring systematic information display and efficient workflow management for enhanced sales productivity and user experience.
Save combinations of filters, visible columns, and sort order as named views for consistent access and systematic data organization. Filter combinations eliminate repetitive configuration while ensuring efficient lead management and optimized workflow consistency for scalable sales operations and strategic focus.
Filter by any custom field stored via JSONB storage system for flexible data organization and targeted lead views. Custom field filtering enables personalized data access while ensuring systematic organization and efficient lead management for specialized workflows and strategic sales approaches.
Filter leads by AI scoring results including Lead Score, ICP Fit Score, Intent Score, and other AI analysis dimensions for intelligent lead prioritization. AI integration enables data driven filtering while ensuring systematic qualification and strategic lead management for optimized sales performance.
Set view visibility to Private for personal use, Team for group collaboration, or Public for organization wide access. Visibility levels enable appropriate sharing while ensuring systematic access control and collaborative efficiency for optimized team coordination and workflow standardization.
Create custom views for Leads, Contacts, and Deals with consistent filtering and organization capabilities across all modules. Multi module support enables comprehensive data management while ensuring systematic workflow consistency and efficient operations across the entire sales ecosystem.
Configure visible columns and display order to optimize information presentation and screen utilization for focused sales activities. Column control enables personalized data views while ensuring systematic information display and efficient workflow management for enhanced sales productivity and user experience.
Connect your team. LIO builds your custom views in under a minute.
750+
visualization teams
Sales managers, operations teams, and marketing analysts all use LIO's custom views as the shared visualization layer for data exploration. The filter is the focus. The view is the perspective. The layout switching is what makes it flexible because a view only every team member can customize is a view every team member actually uses.
Filter combinations possible
Click to switch layouts
Layout options available
Views saved and shareable
Sales managers create and share custom views filtered by territory, stage, score ranges, and owner assignments with their teams. The saved views eliminate filter confusion rather than forcing individual reps to recreate complex queries repeatedly. Each shared view drives consistent team perspectives so everyone works from the same filtered data, not personal interpretations.
Everything you need for advanced custom views with JSONB field support, multi module compatibility, team collaboration, and persistent view storage.
Filter by any custom field stored via JSONB storage system for flexible data organization and unlimited filtering possibilities. JSONB support enables personalized data access while ensuring systematic organization and efficient lead management for specialized workflows and strategic sales approaches.
Create custom views for Leads, Contacts, and Deals with consistent filtering and organization capabilities across all modules. Multi module support ensures comprehensive data management while maintaining systematic workflow consistency for complete sales ecosystem organization and efficiency.
Share views across teams with Private, Team, or Public visibility settings for collaborative data access and organizational alignment. Team collaboration enables appropriate sharing while ensuring systematic access control and workflow standardization for enhanced team coordination and productivity.
Filter leads by AI scoring dimensions including Lead Score, ICP Fit Score, Intent Score, and other AI analysis results for intelligent prioritization. AI integration enables data driven filtering while ensuring systematic qualification and strategic lead management for optimized sales performance.
Filter by Status, Priority, Source, Tags, and Industry values through custom lookup system with configurable dropdown options. Custom lookup filtering provides systematic categorization while ensuring consistent data organization and efficient lead management for standardized workflows.
Access custom views interface in English and Hindi with browser auto detection for seamless international team collaboration. Multi language support enables global sales operations while ensuring consistent view accessibility and systematic team coordination for diverse environments and market expansion.
Filter by any custom field stored via JSONB storage system for flexible data organization and unlimited filtering possibilities. JSONB support enables personalized data access while ensuring systematic organization and efficient lead management for specialized workflows and strategic sales approaches.
Create custom views for Leads, Contacts, and Deals with consistent filtering and organization capabilities across all modules. Multi module support ensures comprehensive data management while maintaining systematic workflow consistency for complete sales ecosystem organization and efficiency.
Share views across teams with Private, Team, or Public visibility settings for collaborative data access and organizational alignment. Team collaboration enables appropriate sharing while ensuring systematic access control and workflow standardization for enhanced team coordination and productivity.
Filter leads by AI scoring dimensions including Lead Score, ICP Fit Score, Intent Score, and other AI analysis results for intelligent prioritization. AI integration enables data driven filtering while ensuring systematic qualification and strategic lead management for optimized sales performance.
Filter by Status, Priority, Source, Tags, and Industry values through custom lookup system with configurable dropdown options. Custom lookup filtering provides systematic categorization while ensuring consistent data organization and efficient lead management for standardized workflows.
Access custom views interface in English and Hindi with browser auto detection for seamless international team collaboration. Multi language support enables global sales operations while ensuring consistent view accessibility and systematic team coordination for diverse environments and market expansion.
Get answers to common questions about LIO's Custom Views and Filters feature.
You can combine unlimited filters using AND/OR logic. Stack filters by score ranges, stages, ownership, industries, custom fields, date ranges, and more. Complex views with 10+ filter conditions are common for sophisticated segmentation.
Build once. Save forever. Share with everyone. The filter panel never reopens.