How to Share a Saved View with Your Team

How to Share a Saved View with Your Team

Saved views let you preserve a specific combination of filters, columns, and sort order so you do not have to set them up every time. Sharing a view makes it available to your entire team or specific members.

Creating a View to Share

If you have not created a saved view yet:

1. Navigate to any entity list (e.g., Opportunities, Contacts)
2. Set up your preferred filters (e.g., Stage = Proposal, Owner = my team)
3. Adjust the columns — show, hide, or reorder them
4. Set the sort order (e.g., close date ascending)
5. Choose the view type — List, Kanban, Calendar, or Cards
6. Click Save View
7. Give it a descriptive name (e.g., “Proposals pending this month”)

Sharing the View

1. Open the saved view you want to share
2. Click the Share icon (or open the view’s settings menu)
3. Choose the sharing option:
   • Everyone — All users in the workspace can see and use this view
   • Specific roles — Only users with selected permission profiles can access it
4. Click Save

Shared views appear in the view dropdown for all users who have access.

What Gets Shared

When you share a view, team members get:

• Filters — The same filter conditions you set up
• Column layout — The same columns in the same order
• Sort order — The same sort settings
• View type — List, Kanban, Calendar, or Cards

What is NOT shared:

• Your personal data — Filters like “Owner = me” resolve to each user’s own records, not yours
• Edit access — Only the view creator (or an admin) can modify the shared view

Managing Shared Views

• Edit — Update the view’s filters or columns, and the changes apply for everyone
• Unshare — Remove sharing to make it private again
• Delete — Removing a shared view removes it for all users

Tips

• Use “Owner = me” filters — These adapt automatically for each user, making the view universally useful
• Name views clearly — “Active deals - Kanban” is better than “My view 2”
• Create role-specific views — A manager’s view might show all records; a rep’s view might show only their own

Next Steps

• Create a Saved View
• Use Kanban Board View
• Personalize Your Workspace