If you manage multiple clients, campaigns, or workflows, Saved Views in Smart Funnel help you stay organized and efficient.
With Saved Views, you can configure your board once - and return to it anytime with a single click.
What Is a Saved View?
A Saved View is a custom setup of your funnel board that includes:
A specific set of custom columns
Applied filters (like campaign, mailbox, or category)
Other CRM-specific settings tied to how you work
Why Use Saved Views?
Saved Views are perfect for:
Keeping separate deal boards for different clients
Switching between campaign-specific pipelines
Running personalized sales workflows for each use case
How to Create a Saved View
Set up your Smart Funnel board with the columns and filters you want
Click the “Views” dropdown at the top of the funnel
Select “Create View” and give it a name
You can now access it from the dropdown at any time
Editing or Switching Views
You can:
Rename or update an existing Saved View
Create multiple views and toggle between them as needed
Set a default view to load automatically
Saved Views help you scale Smart Funnel across multiple workflows - without rebuilding your board each time.