Filter, sort, and save views

Every list — Contacts, Companies, Deals, and pack entities such as Campaigns — shares the same tools.

Filter

Click Filter (or Add filter) and pick a field, an operator, and a value. Each active filter becomes a chip you can remove; the Filter button shows how many are on.

Two special values make views that stay current:

• $me on Owner or Created-by columns means “whoever is looking” — the chip reads me. A view with Owner = me shows each rep their own records.
• A relative date such as 7 days ago or today on date fields, including Date Added and Last updated — so “Added this week” keeps meaning this week.

Is empty on a custom field also matches records created before the field existed; Is not empty excludes them.

Sort and page

Click a column header to sort. The page size defaults to 25; change it in the footer. Filters, sort, page, and page size all live in the page URL, so refresh, back, and a shared link restore the exact same list.

Columns

Drag a column’s edge to resize it, drag its header to move it, and use the Columns panel to show, hide, or reset. The layout is remembered per device — your laptop and your desktop can differ.

Save a view

With the filter and sort you want, click + on the view-tabs strip and name it. The view appears as a tab. Views are personal unless an Admin shares them:

• Share with team (Admins) makes a view visible to everyone.
• Set as default (Admins, on the All tab or any shared view) chooses what the list opens on for the whole workspace. Left alone, every list opens on All.
• Only Admins delete shared views; anyone can delete their own.

The Lead Gen pack ships views such as My Open Prospects and New Replies This Week, built from the $me and relative-date values above.

Export

Export downloads a CSV of the current list — honoring the active filters, sort, and visible columns. Hidden fields are still included in the export.