Smart Views — Saved Contact Filters
A Smart View is a saved combination of filters + visible columns + sort order on the Contacts page. Useful for "my hot leads", "stuck for 30 days", "VIP customers in Texas" — opens with one click instead of re-applying filters every time.
Steps
- Go to Contacts.
- Apply filters (stage, score, source, tags, location, custom-field conditions) and adjust which columns are visible.
- In the Smart Views panel (left of the table), click "+ New View", give it a name, optional emoji + color.
- Pin frequently-used views; set one as your default so the Contacts page opens to it.
- Share a view with the team or keep it private.
Good to know
- Smart Views are dynamic — contacts move in/out as their data changes.
- Different from Segments: Segments are audiences for campaigns; Smart Views are personal/team browsing presets.
Example: Jenna, an SDR, builds three Smart Views she lives in daily: "🔥 Hot — score >80 + last touched <7d", "😴 Stuck — Qualified stage >14d", and "🎯 Today's callbacks — owner=me + dueDate=today". Each takes one click instead of re-applying five filters. Her teammate Alex pins the same "Hot" view and they race the leaderboard.
Troubleshooting
Contacts not appearing in a Smart View
View filters don't match the contact's data — common when filtering on stage but the contact's stage is different. Soft-deleted contacts are also excluded.
Fix: Open the view, check the filters, then open the contact and verify its fields match. Check whether the contact was soft-deleted.