Custom Pipeline Views

Create and customize your own pipeline views to organize leads your way. Build custom pipeline stages, set up filters, and create views that match your unique sales process.

10 minutes
Intermediate

Custom Pipeline Views

Create customized pipeline views to organize and filter your leads exactly how you need them.

Overview

Custom views allow you to:

  • Filter leads by criteria
  • Organize your pipeline
  • Save favorite views
  • Switch between views quickly

Creating Custom Views

Step 1: Access View Settings

  1. Go to Pipeline view
  2. Find "Views" or "Custom Views" option
  3. Click to open view manager
  4. See existing views

Step 2: Create New View

  1. Click "New View" or "Create View"
  2. Enter view name
  3. Set view criteria
  4. Configure filters
  5. Save view

Step 3: Configure Filters

Set what leads to show:

  • Status - Specific pipeline stages
  • Assigned To - Team members
  • Date Range - Created or updated dates
  • Tags - Lead tags
  • Custom Fields - Your own fields

View Options

Filter by Status

Show only specific stages:

  • New leads only
  • In Progress leads
  • Qualified leads
  • Closed/Won leads
  • Custom combination

Filter by Team

Show leads by assignment:

  • Assigned to me
  • Assigned to specific person
  • Unassigned leads
  • Team-wide view

Filter by Date

Filter by time:

  • Created this week
  • Updated today
  • Last 30 days
  • Custom date range

Filter by Tags

Filter using tags:

  • Specific tags
  • Multiple tags
  • Tag combinations
  • Tag-based organization

Saving Views

Saving Favorite Views

  1. Configure view filters
  2. Click "Save View"
  3. Give it a name
  4. View saved for later
  5. Quick access anytime

Managing Saved Views

  • View all saved views
  • Edit existing views
  • Delete views
  • Set default view
  • Organize views

Using Custom Views

Switching Views

  1. Find view selector
  2. Click dropdown
  3. Select saved view
  4. Pipeline updates
  5. See filtered leads

Quick Filters

Use quick filter options:

  • Pre-set filters
  • Common views
  • Quick access
  • Fast switching

View Examples

My Active Leads

Filters:

  • Assigned to me
  • Status: New, In Progress, Qualified
  • Shows only your active work

Hot Leads

Filters:

  • Created last 7 days
  • Status: In Progress
  • High priority
  • Recent activity

Unassigned Leads

Filters:

  • No assignment
  • Status: New
  • Needs attention
  • Available to claim

This Week's Leads

Filters:

  • Created this week
  • All statuses
  • Recent additions
  • Weekly overview

Best Practices

1. Organize by Workflow

  • Match your process
  • Reflect your stages
  • Logical organization
  • Easy to understand

2. Use Meaningful Names

  • Clear view names
  • Descriptive labels
  • Easy to identify
  • Quick recognition

3. Keep Views Current

  • Update as needed
  • Remove unused views
  • Organize regularly
  • Maintain relevance

4. Share with Team

  • Share useful views
  • Team-wide views
  • Consistent organization
  • Better collaboration

Advanced Features

Multiple Filters

Combine filters:

  • Status AND assigned to
  • Date range AND tags
  • Complex combinations
  • Precise views

Sort Options

Sort within views:

  • By date
  • By name
  • By status
  • Custom sorting

View Permissions

Control access:

  • Personal views
  • Team views
  • Shared views
  • Access control

Troubleshooting

View Not Showing Leads

  • Check filters aren't too restrictive
  • Verify leads match criteria
  • Review filter settings
  • Adjust filters if needed

Can't Save View

  • Check permissions
  • Verify view name is unique
  • Try different name
  • Check if limit reached

View Not Loading

  • Refresh the page
  • Re-select view
  • Check filters are valid
  • Try recreating view

Related Guides

Next: Learn about kanban board →

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