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Smart Views

Save filters and columns as a view your whole team can use.

Updated 23 September 2026
  1. 1
    Filter your leads
    Use Filters on the Leads page or a campaign to narrow the list, and set up your columns.
  2. 2
    Save it
    Open Smart Views, choose Save current as new view, name it and click Save.
  3. 3
    Update it later
    When a view has unsaved changes a Save button appears. Rename or delete a view by hovering over it in the list.

Good to know

Views are shared with everyone in your workspace, and anyone can edit them.
Filters like “Lead owner is Me” work for each person who opens the view.
The Leads page and each campaign have their own list of views.
Heads up. On a campaign, a Smart View only changes what you see. To change who is in the campaign, use Filters. See “How a campaign’s audience works”.
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Smart Views | Leadey Help