Saved views let you save your filters so you can return to the same view without setting them up again.
Creating a saved view
To create a saved view, apply the filters you want to save, then click Saved views and select + Add new view. Give the view a name and choose whether it is a personal view (My) or shared with the whole workspace (Shared).
My views vs Shared views
Saved views are organized into two tabs.
My views are personal and visible only to you. Use these for filters specific to your own work, such as opportunities you own.
Shared views are visible to everyone in the workspace. Use these for team-wide views such as all open deals by owner or all opportunities in a specific stage.
Setting a default view
To set a saved view as your default, open the view in the saved views panel, click the pencil icon to edit it, and toggle Set as personal default view. The Opportunities module will open to this view each time you visit it.
Workspace admins can set a default shared view for all users in Workspace Settings under the Saved Views section.
FAQ
Can I delete a saved view?
Can I delete a saved view?
Yes. Open the saved views panel, click the pencil icon next to the view, and click Delete view at the bottom of the edit panel.
Can I edit a shared view?
Can I edit a shared view?
Any Full user can edit a shared view. Changes to a shared view affect everyone in the workspace who uses it.