- 1
set up the table or board the way you want it
pick filters, search, sort, group-by, and view mode.
- 2
click "save view"
name it ("hot ar leads," "facebook ads — quoted but not won," "churn watch"). save.
- 3
switch between views
every saved view shows in the views menu — one click applies the whole combo. "clear" returns to the default unfiltered list.
tipviews are per-user inside your business — your team sees their own. for shared lists, export to csv instead.
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