How to create a new list for Filter by List View?

Filter by List View allows for the creation of personalized lists of leads, customers, and projects that can be sorted and filtered by most fields located on each of the objects.

Step 1: Locate “Customers” on the main menu

Step 2: Click on the “three dots” next to the “New Customer” button

On the leads page, you can find the three dots next to the “Add Lead” button

Step 3: Click on the “Create a New List View” option

Step 4: Add a name for the new list, designate the default role for the list, and select the roles for which the list will be visible.

Step 5: Click on the “Add Filters” option to select your filters. Choose your filter and select the value for the filter. Click “Save” on the top of the page.

Step 6: Access your new list through the "Filter by List View" option. In the customer list, data will be displayed according to the filters you have applied in the selected list view.