Views and filters appear across contacts, opportunities, tasks, schedules, and other operational lists.
Filter records
Use filters to narrow records by built-in fields or custom data model fields. Examples:
- Contacts with a specific owner.
- Opportunities in a selected pipeline.
- Tasks due before today.
- Appointments for one appointment type.
- Conversations assigned to a specific inbox member.
Choose visible fields
Use display options to show the columns that matter to the workflow. Custom fields from Settings → Data model can appear as columns when they apply to that object type.
Save practical views
Recommended views:
| View | Useful filters |
|---|
| My overdue tasks | Assignee is me, due date before today, status is not completed |
| Active opportunities | Stage is not closed, owner is my team |
| Upcoming appointments | Start date in the next 7 days |
| High-priority contacts | Custom priority field is high |
Keep the data model clean. Clear field names make filters easier for everyone to understand.
