Save and Share Views in Pipeline Reviews

You've set up your filters, grouped your deals, and built the perfect view for your weekly pipeline review or one-on-one. Now you want to get back to it quickly—without rebuilding it every time. Saved views let you capture that configuration and share it with your team.

Save a View

After configuring your list view with the filters, groupings, and columns you need:

1. Click Save View in the top left of the toolbar.

2. Enter a name for your view (for example, "Team Big Deals").

3. Choose Save and Close to finish, or Save and Share if you want to immediately share it with others.

Your saved view now appears in the Saved Views menu in the header. Any view you create—or that others share with you—shows up there for quick access.

Share a View with Your Team

To share a saved view with other users:

1. Click Manage View (or open the saved view and select Manage from the menu).

2. Choose who to share with:

   • User — a specific person

   • Group — a user group

   • Role — everyone with a specific role

   • Role & Subordinates — a role and everyone below it in the hierarchy

3. Select the permission level:

   • Read — the recipient can view and use the view, but can't change it.

   • Edit — the recipient can modify the view. Any changes they make affect everyone who has access to that view, including you. Use this carefully.

4. Save your changes.

Manage Your Views

From the Manage View dialog, you can also:

• Rename a view to keep your naming organized.

• Delete a view you no longer need.

• Remove access for individual users or groups you've previously shared with.

• Transfer ownership by making another user the owner. This is useful when you create a view for someone else and want them to own it going forward.

What's Next

For more on building the underlying view, see Using Filters in Pipeline Reviews. For an overview of the interface and navigation, see Pipeline Reviews Layout & Orientation.