Save and reuse personal deal views
Save a useful combination of filters for repeatable pipeline reviews.
Where to goSales CRM → Deals → Save current filters
Before you start
Use your own authorised staff account in the intended Pixie CRM workspace. The Sales CRM module must be available and your role must include the permissions stated above. Existing leads, customers, communications and customer portal pages retain their normal access rules.
Follow these steps
- Apply the filters you want to reuse.
- Choose Save current filters, enter a distinct view name and choose A new personal view.
- Choose Save view. Use the Personal views selector to apply it later.
- To update an existing view, select it, change the filters, choose Save current filters and select Update followed by its name.
Behavior and limits
- Views save pipeline, owner, outcome, search, attention, currency, close-date range and archive status.
- A view belongs only to the staff account that created it. It does not share records or permissions.
- Each staff account can save up to 100 views. Names may contain up to 100 characters and must be unique within that account.
- Results remain live: a saved view stores criteria, not a frozen copy of customer data.
Check it worked
- Select a different view, then return to the new one and verify the filters and matching deals.
Troubleshooting
- If a name is already used, select that view for an update or choose another name.
- A view can become empty after a permission, ownership, pipeline or data change. Recheck the filters; it does not recover inaccessible records.