Set up your leads exactly how you work
Save your favorite views, arrange your columns, and pin the tabs you use most, so your day opens the way you like it.
One place to open your work exactly how you left it.
Shape each screen around how you sell, then jump between your saved views in a single click.
Save your views
Filters and columns, remembered.
Pin your tabs
Your favorites, always on top.
Reorder freely
Drag tabs into your order.
Switch instantly
Jump between views in a click.
Work the way that suits you
LIO lets everyone set up their own views and tabs, so the tools fit how each person works.
Made your own
Save the views and columns you use most.
Yours everywhere
Your setup follows you on any device.
Your views, your way
Save, arrange, and switch between your views in one clean workspace.
Save any view
Keep the filters and columns you use.
Switch in one click
Open any saved view instantly.
Pin your tabs
Keep your favorites on top.
Pin your numbers
See your dashboards right where you work.
Drag tabs into order
Put your most used tabs first.
Never lose a setup
Your views stay saved and safe.
Make each day open ready to go
Turn a fresh login into the exact setup you left.
Your setup, ready each morning
Log in and your views, tabs, and columns are just how you left them.
- Open the views you saved, in the order you set.
- See your pinned dashboards with no setup at all.
- Pick up right where you left off, every time.
Built for how your whole team works
Each person shapes their own space, without changing anyone else's.
- Set up your workspace without affecting teammates.
- Save as many views as your work needs.
- Your layout follows you on any device you use.
Everything you need to know
Get answers to common questions about setting up your workspace inside LIO.
What is a saved view?
A saved view remembers your filters and columns, so you can reopen that exact setup any time instead of building it again. Save as many as you like and give each one a name.
Can I pin the views I use most?
Will my setup change what my teammates see?
Which parts of LIO can I set up this way?
Can I pin a dashboard where I work?
Does my workspace follow me on other devices?
Pick a plan that fits how you work.
Start on a plan that suits your team today and scales as the way you work keeps growing.