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 sales teams experience flexible custom views, rigid CRM interfaces feel like trying to work through a tiny keyhole.
Switch between different data perspectives in one click. See your leads exactly how you need them for the task at hand.
Shared views ensure everyone on your team sees leads with the same criteria, reducing confusion and improving coordination.
Create views perfectly matched to your workflows: prospecting, qualification, follow up, nurturing, and closing activities.
Save your complex filter combinations once and access them instantly. Stop rebuilding the same queries every day.
List for scanning, kanban for pipeline management, table for analysis. Use the right view for the right job instantly.
Unlimited saved views mean your system grows with your complexity. Support any workflow without constraints.
Switch between different data perspectives in one click. See your leads exactly how you need them for the task at hand.
Shared views ensure everyone on your team sees leads with the same criteria, reducing confusion and improving coordination.
Create views perfectly matched to your workflows: prospecting, qualification, follow up, nurturing, and closing activities.
Save your complex filter combinations once and access them instantly. Stop rebuilding the same queries every day.
List for scanning, kanban for pipeline management, table for analysis. Use the right view for the right job instantly.
Unlimited saved views mean your system grows with your complexity. Support any workflow without constraints.
Connect your team. LIO builds your custom views in under a minute.
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.
750+
visualization teams
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 to organize, analyze, and share lead data exactly how your team works best.
Filter by 25+ criteria including scores, stages, sources, intent signals, custom fields, and complex date ranges with AND/OR logic.
Switch between list, kanban, and table views instantly. Each layout optimized for different analysis and workflow needs.
Create and save unlimited custom views with names and descriptions. Never lose your perfect filter combinations again.
Pin your most used views to the sidebar for instant one click access. Organize by frequency, team, or workflow priority.
List for scanning, kanban for pipeline management, table for analysis. Use the right view for the right job instantly.
Unlimited saved views mean your system grows with your complexity. Support any workflow without constraints.
Filter by 25+ criteria including scores, stages, sources, intent signals, custom fields, and complex date ranges with AND/OR logic.
Switch between list, kanban, and table views instantly. Each layout optimized for different analysis and workflow needs.
Create and save unlimited custom views with names and descriptions. Never lose your perfect filter combinations again.
Pin your most used views to the sidebar for instant one click access. Organize by frequency, team, or workflow priority.
List for scanning, kanban for pipeline management, table for analysis. Use the right view for the right job instantly.
Unlimited saved views mean your system grows with your complexity. Support any workflow without constraints.
Get answers to common questions about LIO's Custom Views and Filters feature.
View sharing is currently limited to team members within your organization. You can share with specific individuals, departments, or organization wide, but external sharing requires exporting data to maintain security controls.
Build once. Save forever. Share with everyone. The filter panel never reopens.