Saved Views allow you to create customized pipeline views based on filters. This makes it easy to focus on specific opportunities, such as those assigned to a capture manager, tagged as high priority, or in a specific stage.
Saved Views help you quickly return to frequently used filtered pipeline views.
Create a Saved View
Step 1: Apply Filters
Navigate to Pipelines.
Click Add a filter and select the filters you want to apply.
Examples include:
Capture Manager
Tags
Opportunity Type
Stage
Archive Status
Custom fields
Adjust filters until the pipeline shows exactly what you want.
Step 2: Click Create View
Click Create View next to the filter controls.
Enter a name for the view and click Save.
Your saved view will now appear in the saved view selector.
Use a Saved View
To use a saved view:
Click Select a saved view next to the pipeline name.
Choose the saved view you want.
The pipeline will automatically update to reflect the saved filters.
Set a Default View
You can set any saved view as your default.
Step 1: Open the Saved View
Select the saved view you want.
Step 2: Click the Star Icon
Click the star icon next to the pipeline name.
NextStage will now open this saved view automatically when you visit the Pipelines page.
Edit a Saved View
Step 1: Select the Saved View
Open the saved view you want to modify.
Step 2: Adjust Filters
Add or remove filters as needed.
Step 3: Click Update View
Click Update View.
Select Update the existing view, then click Save.
The saved view will now reflect your changes.
Delete a Saved View
Step 1: Select the Saved View
Open the saved view you want to delete.
Step 2: Click Update View
Click Update View.
Step 3: Delete the View
Select Delete the existing view, then confirm.
Summary
Saved Views allow you to:
Quickly access filtered pipeline views
Save commonly used filter combinations
Improve workflow efficiency
Customize pipeline visibility
Saved Views are especially useful for capture managers, proposal teams, and leadership tracking specific opportunity sets.