Views & Pipelines

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Understanding Views

Views are saved configurations that determine how your data is displayed. Each view can have its own:

• Layout: Table, Kanban, or Calendar
• Filters: Which records to show
• Sorting: How records are ordered
• Fields: Which columns are visible

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View Types

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Table View

The default spreadsheet-like view showing records in rows with customizable columns.

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Kanban View

A visual board view where records appear as cards organized by stages. Ideal for:

• Sales pipelines
• Project tracking
• Any workflow with defined stages

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Calendar View

Display records with date fields on a calendar. Perfect for:

• Meetings and events
• Deadlines and due dates
• Time-based planning

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Creating a View

There are two ways to create a new view.

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Use the View Dropdown Menu

1. Navigate to any object (People, Companies, etc.)
2. Click the view name at the top left (shows current view with a dropdown arrow)
3. Click + Add view
4. Name your view and click Create
5. Choose a layout (Table, Kanban, or Calendar) under Options
6. Add filters and sorting as needed
7. Select which fields to display and reorder them
8. Click Save

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Start by editting an existing view

1. Navigate to any object (People, Companies, etc.)
2. Choose a layout (Table, Kanban, or Calendar) under Options or Add filters and sorting as needed
3. Click on Save as new view
4. Name your view and click Create
5. Keep editing your new view
6. Click on Update view to save your additional configurations

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Managing Views

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Edit a View

1. Select the view from the dropdown
2. Make your changes (filters, sorting, columns)
3. Click Save to update the view

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Rename a View or Change Its Icon

1. Open the view dropdown
2. Click the ⋮ menu next to the view name
3. Select Edit
4. Change the name or icon
5. Click Save

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Reorder Views

1. Open the view dropdown
2. Click and drag a view by its handle
3. Drop it in the desired position
4. The new order is saved automatically

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Add to Favorites

Pin frequently used views for quick access:

1. Open the view dropdown
2. Click the ⋮ menu next to a view
3. Select Add to favorites
4. The view appears in your favorites section

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Delete a View

1. Select the view to delete
2. Click the view dropdown
3. Click the ⋮ menu next to the view
4. Select Delete
5. Confirm deletion

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View Visibility

Each view (except the default “All [Object Name]” views) has its own visibility setting. To change visibility:

1. Open the view
2. Click Options → Visibility
3. Choose:
   • Workspace: Visible to all workspace members
   • Unlisted: Visible only to you

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Next Steps

• Table Views
• Kanban Views
• Filters and Sorting
• View Settings