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

Pipelines

Filter, sort, and group boxes using saved views

Create pipeline filters and segments with Saved Views

Pipelines

View boxes from a saved view in your inbox

See your saved view results in your inbox.

Pipelines

Magic columns

Streak automatically captures data for you, like Date of Last Sent Email, Days in Stage, or even Number of Tasks Due.

Pipelines

Custom columns

Track any type of data in your pipeline

Streak University

Open roles

How to create saved views

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