Saved views: filter and segment your pipelines

Saved views are pipeline filters you save and return to — so you can jump straight to the deals that matter without rebuilding your view each time.

In this lesson, we'll walk through how to create a saved view using the keyboard-driven editor: build filters, add a sort, group results by any field, and save the view. We'll also show how to surface saved views in your inbox so your most important deals are front and center every day.