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📌 Save Views in the Call List
Filter the call list once, save it as a view, and reuse it every time you come back. Keep a view private or save it for the whole organization, just like deal views...
Filter the call list once, save it, and it’s there every time you come back.
Saved views work just like deal views: set your filters, name the view, and choose who sees it. Keep it private, or save it for the whole organization so one manager can set up the exact view their team should be working from.
No more rebuilding the same filters every morning. Set the view up once, and everyone opens straight onto the calls that matter to them.