A Saved View in ShareBuilders CRM is a personalized shortcut to a set of filters and search criteria you use frequently. Instead of manually reapplying the same filters each time you visit a page, a Saved View lets you save your preferences for instant access.
Saved Views are available on many pages inside CRM, such as Activities, Forecasting, and Contacts, but they’re specific to each tab or page. If you want a saved setup for multiple pages, you’ll need to create one for each page individually.
By creating a personalized Saved View:
You reclaim valuable minutes from repeated filtering.
You reduce the chance of overlooking important data.
You create consistency in how you monitor accounts or performance.
Whether you’re a seller checking weekly meeting activity or a manager monitoring key accounts, Saved Views bring focus to your workflow, so you spend less time setting up and more time taking action.
