Public Views

Public Views are shared versions of Saved Views that are available to every CRM user. They allow teams to use the same filters, sorting, and columns, ensuring everyone works with a consistent view of their data.

Instead of each user creating their own list configuration, Sales Managers and Admins can create Public Views that everyone can access from the sidebar.

Why Use Public Views?

Public Views help teams work from the same list configuration, making it easier to track important records and maintain consistency across the sales process.

They are useful for:

• Standardizing how teams view leads and deals.
• Providing quick access to commonly used reports.
• Reducing the need for every user to recreate identical filters.
• Keeping everyone focused on the same business priorities.

Common Use Cases

Organizations often create Public Views for:

• Leads from a specific source or marketing campaign.
• Deals belonging to a particular industry or territory.
• High-value opportunities that require immediate attention.
• Open deals closing this month.
• Customers requiring follow-up.

Who Can Create Public Views?

Only users with the following roles can create or manage Public Views:

• Sales Manager
• Admin

Restricting this permission helps maintain consistent, organization-wide views and prevents unnecessary clutter.

Create a Public View

Before creating a Public View, you must already have a Saved View.

1. Create or open an existing Saved View.
2. Open the List view dropdown.
3. Hover over the Saved View you want to share.
4. Click the three-dot menu.
5. Select Make Public.

The view immediately becomes available to all users and appears under the Public Views section.

Access Public Views

Once a view has been shared, every user can:

• Open it from the Public Views section.
• Use the predefined filters, sorting, and columns.
• Quickly switch between multiple shared views.

Make a Public View Private

You can change a Public View back to a private Saved View at any time.

1. Open the List dropdown.
2. Locate the Public View.
3. Click the three-dot menu.
4. Select Make Private.

Once reverted, the view is no longer visible to other users and becomes a personal Saved View again.