How do I use saved views?

Webmecanik Pipeline integrates a number of advanced filters for your contact/company database. In order to maintain your filters, you can save them in independent views. These views act as pre-filled filters on your contact/company database.

How do I create a saved view?

1. Go to https://pipeline.webmecanik.com/contacts
2. Add an advanced filter. Here we'll take the Single choice list field with the value Beaucoup.
   
3. Click on Apply. The contact database is filtered according to the field.
4. Then click on Save as new filtered view.
5. Enter a name.
   
6. Click on Save.
7. Your new view has been created! 🚀

How do I edit a saved view?

1. Go to https://pipeline.webmecanik.com/contacts
2. In the drop-down list, select your view. Here FAQ support as an example.
   
3. Modify your various filters.
4. Click on Save and apply changes.
5. Your view has been updated!