Saved views mean you don’t need to scroll through an entire pipeline to find the boxes you’re looking for, which makes them an especially useful tool for accessing your CRM on smaller screens and when you’re in a rush.
If your pipeline has saved views, you’ll find them across the top of each pipeline. Starred saved views will appear first, and you can scroll through the carousel to find all of your saved views in each pipeline.
Once you find the leads and deals that need your attention in each saved view, tap to make a call, send an email, or start working through your to-do list.
We’re continuing to make improvements and add features to our mobile apps – stay tuned for new features!