A saved view captures the way you have the companies list set up right now and stores it under a name you choose, so you can return to that exact setup later with a single click. Once you have a view you use often — say active customers in your region, sorted by value — you save it once and switch to it any time instead of rebuilding the same filters by hand.

Each view remembers the filters you have applied along with the list's layout: which columns are shown and in what order, the row density, how many rows load per page, the sort order, any frozen column, and whether the list is narrowed to your own companies. Switching views applies all of that at once.

Your views appear as a row of tabs across the top of the companies list. The first tab is always All companies; each view you save adds its own tab after it. Click a tab to switch to that view, and the list updates instantly. The active tab is underlined so you always know which view you are looking at.

All companiesis the built-in first tab. It is always present and cannot be deleted — it is your unfiltered starting point. Choosing it clears any active saved view and returns the list to its normal scope: managers see every company in the organization, while reps see the companies assigned to them. This is a convenience of what is shown, not a change to what you are allowed to see (see the note at the end of this article).

First, arrange the list the way you want it — apply your filters and adjust the columns, sort, and other list settings. Then choose New view at the right of the saved views bar, give the view a name, and save. The new view is selected straight away and appears as its own tab from then on. When you are already on a saved view and tweak the list, an Unsaved marker appears: choose Save to update that view in place, or Save as new to keep the original and store your changes as a separate view.

Click any tab to apply that view — the list immediately updates to its filters and layout, and the tab becomes the active one. Click All companies at any time to clear the view and start fresh. Switching back and forth never changes the views themselves; it just decides which one you are looking at.

Mark one of your views as the defaultand the companies list will open into it automatically, so the records you care about most are waiting for you each time. Set a default from a view tab's menu — click the ··· button on the tab and choose Set as default. A star marks the current default; only one view is the default at a time, so choosing a new one clears the old.

Click the ··· button on a view's tab to open its menu. Choose Renameto give it a new name — renaming only changes the label, so the saved filters and layout stay exactly as they were. Choose Duplicate to create a fresh copy of the view under a new name, which is handy when you want a small variation without rebuilding the whole setup from scratch.

Open a view tab's ··· menu, choose Delete, and confirm. Deleting a view only removes the saved setup — it never touches any company records. If you delete the view you are currently looking at, the list returns to All companies. The built-in All companies tab cannot be deleted.

You can ask to be notified when the companies that match a view change — useful for a view like “Customers going quiet” where what you really care about is when a company newly enters that list. Open a view's ··· menu and choose Notify me…. Pick whether you want to hear about records that enter the view, records that leave the view, or both, and how often — hourly or daily. You then receive a single digest each time it runs summarizing what moved, rather than a separate alert per record.

A small bell appears on any view you are following. To change your choices or stop following a view, reopen Notify me… and update the events and cadence, or choose Unsubscribe. Following a view is a personal preference: you only ever subscribe yourself, and you can follow any view you can see — including a view a teammate shared with the team — without being able to change the view itself.

Alongside your own views, the saved views bar includes a handful of Quick views— ready-made starter views that come built in for everyone, so a common cut of the list is one click away before you have saved anything of your own. For companies these include Prospects and High-priority leads; other lists have their own (deals get My open deals, Closing this month, and more). Quick views that say “My…” automatically scope to you, so the same starter view shows each person their own records.

Quick views are read-only — you cannot rename, edit, or delete them, and they look the same for everyone. To build on one, open its ··· menu and choose Duplicate: that makes your own private copy that you can rename, adjust, share, and follow like any view you created from scratch.

Admins and managers can choose a default view for an entire role— for example, every sales rep opens the deals list straight into “My open deals.” This only applies when a person has not set their own default and has no view actively selected, so it is a sensible starting point that never overrides anyone's personal choice. You can set a role default per list from the saved views manager; the view you assign must be a Quick view or one that is shared with the team (a private view cannot become someone else's default).

Views shared with the team are a shared resource, so admins and managers can manage them even when someone else created them. On a shared view they do not own, an admin can rename it, change whether it stays shared or becomes private, deleteit, or set it as a role default. This keeps the list of team views tidy as people come and go. Everyday members can still only change their own views; managing someone else's shared view requires manager-level access, and it always stays within your own organization.