How to create saved views

This lesson will be available soon ;)

A full pipeline usually means you’re doing something right, but it can quickly become overwhelming. Saved views let you filter and segment a pipeline full of boxes to see which opportunities need your attention the most.

In this video, we’ll show you step-by-step how to create saved views. You’ll learn how to:

  • Filter, sort, and group your boxes into segments
  • Create a saved view to surface leads or opportunities that need follow up
  • Show your most important boxes in your inbox
  • Make saved views like a pro with a few pointers

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