Saved Views
Build the List Once. Your Whole Team Opens It.CRM saved views that keep filters, sort and columns, shared with a role or team.
Set up a list the way it needs to be read, with its filters, sort and columns, and save it under a name. Share it with people, a role or a team, and whoever takes that role next opens the same list without being added to anything.
- Filters, sort and columns saved
- Shared with roles and teams
- Included on every plan
How it works
- Filter and arrangeFilters, sort, column order and widths
- Save it by nameOne view restores the whole layout
- Share itWith people, a role or a team
- Everyone opens itEach sees only the rows they may read
Same List for Everyone. No Rebuilding It Daily.
Open a view and the filters, sort and columns come back exactly, down to widths and pinned columns.
Share a view with a role and whoever holds it next gets it, without anyone remembering to invite them.
Pick the view you open on for each list. It never changes what anyone else opens on.
A view re-runs against what each person may read, so sharing it never shows anyone a record they couldn’t already see.
A Shared View in Three Steps.
Filter and Arrange the List
Set filters and sort, then order, size, pin or hide columns until the list reads right.
Save It Under a Name
One view keeps the whole layout. Mark it your default if you want to open on it.
Share It with Others
Send it to named people, a CRM role or a team. Role shares reach whoever holds the role next.
Three Ways to Share a Saved View.
Mix them freely on the same view.
Share with the colleagues you pick, one by one.
The view follows the role, so a new holder gets it without an invite.
Everyone in the team gets the view in one share.
What Are CRM Saved Views, and Why Share Them by Role?
CRM saved views are lists saved with their filters, sort and columns under a name, so you can reopen the exact list you need instead of rebuilding it. Think of them as saved filters that also remember the layout: column order, width, pinning and which columns are hidden. Reopening one restores the arrangement, not just the rows.
Views work on leads, deals, products and vendors, and each list keeps its own, so custom list views never open on the wrong list. Each person picks one default view per list, the one they open on, and choosing a new default replaces the old one without changing anyone else’s.
Shared views go to named people, CRM roles or teams. Role-based views follow the role, not the person: someone starting on Monday opens the same list as everyone else without being added to anything. To share a view with a team, pick the team and everyone in it gets the view.
A view is a lens, never a key. It re-runs against what each person may read under roles and permissions, so two people on one view can see different counts. Build the filters with advanced filtering, then act on the rows with bulk actions.
Saved Filters That Remember the Whole Layout.
Every filter and the sort order, saved together under one name.
Order, width, pinning and hidden columns come back exactly as you left them.
Choose the view you open on for each list. Only yours changes.
Role shares follow whoever holds the role, now and later.
One share reaches everyone in a team.
For Managers Who Set Up the Day’s List.
Saved Views vs Rebuilding Filters by Hand.
| What | Filtering by hand each time | With Adoptiv |
|---|---|---|
| Starting the day | Filtering by hand each time: Re-apply filters and sort, then fix the columns | With Adoptiv: Open the view and it is all back |
| A new hire | Filtering by hand each time: Shown how to build the list, again | With Adoptiv: Opens the view their role already has |
| Consistency | Filtering by hand each time: Everyone filters slightly differently | With Adoptiv: Everyone opens the same view |
| What people can see | Filtering by hand each time: Depends on what they filtered | With Adoptiv: Only rows they are allowed to read |
| Changing the view | Filtering by hand each time: Everyone edits their own copy | With Adoptiv: One owner edits it; everyone else opens it |
Saved Views Questions, Answered.
What is a saved view in a CRM?
A list saved with its filters, sort and columns under a name, so you can reopen it as it was instead of rebuilding it every time.
Who can I share a view with?
Named people, CRM roles or teams, in any combination. A view shared with a role follows the role, so a new person in it gets the view automatically.
Can someone I share a view with edit it?
No. Each view has one owner, and being shared a view doesn’t give anyone the right to edit it.
Will two people see the same records in a shared view?
Not always. A view re-runs against what each person is allowed to read, so two people can see different counts. A view narrows what you can see; it never widens it.
Which lists can have saved views?
Leads, deals, products and vendors. Each keeps its own views, so a deals view can’t open on the leads list.
How do I save a filtered list in Adoptiv?
Set your filters, sort and columns, then save the list as a view and give it a name. It reopens exactly as you left it.
What happens to a role’s views when someone new joins it?
They get them. Views shared with a role follow the role, so the new person opens the same lists without being invited.
Can I set a default view?
Yes, one per list. It decides what you open on, and it never changes anyone else’s default.
Can a shared view show someone records they can’t normally see?
No. A view narrows what you may already read and can’t widen it by a single row.
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