LESSON 41 / 60
5 minSave a focused list view
A list view saves a filter for one object.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Save a focused list view
A list view saves a filter for one object. It helps you revisit a useful subset of records without changing the records themselves.
The object and field determine what the filter means. A lead-status filter belongs to Leads, while a deal-stage filter belongs to Opportunities.
Builds on Close a verified customer issue
A WORKED EXAMPLE
A simple example
A view called Working prospects can include only lead records whose status is Working.
A common mistakeA list-view filter changes which records appear; it does not change their status.
Words you’ll use in this lesson
- List view
- A reusable filtered view of records from one object.
- Filter
- A condition that includes only matching records.
- Object
- A kind of information, such as Accounts or Leads.