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How-to — task-oriented recipe.
Last Updated: November 27, 2025 Object Tags: Pipeline Management, Saved Views, Workflows, Efficiency, Deal Tracking

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Overview

Create multiple saved views that give you instant access to different pipeline perspectives - from weekly follow-ups to geographic planning to upcoming meetings. This workflow eliminates manual filter recreation and ensures you always have the right data cut for your current task. What you’ll accomplish: Build a suite of 5-8 saved views that cover your core pipeline management needs, enabling you to switch contexts instantly rather than spending time recreating filters. Who it’s for: Investment professionals, deal managers, sourcing teams, and anyone managing a pipeline of companies or opportunities. When to use this: Setting up your pipeline management system, onboarding to New Lists, or optimizing your daily deal flow workflows. Note: Changing permissions will require you to switch back to the Classic experience till the new Lists is updated in a few months with this ability during open beta.

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Prerequisites

  • Active pipeline or sourcing List
  • Understanding of your regular pipeline workflows and review cadences
  • Familiarity with filters and sorts (see How to Filter and Sort in New Lists)

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Workflow Steps

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Step 1: Identify Your Core Pipeline Perspectives

Map out your regular workflows: Weekly/Daily reviews:
  • What do you review every Monday?
  • What needs daily attention?
  • What filters help you prioritize? Common pipeline views needed:
1. Weekly Follow-up View:
  • Purpose: Identify deals needing outreach
  • Criteria: Active status, sorted by Last Contact (oldest first)
  • Frequency: Weekly 2. Hot Deals View:
  • Purpose: Track high-priority active opportunities
  • Criteria: Status = Active, Priority = High, sorted by Next Meeting
  • Frequency: Daily 3. Geographic Planning View:
  • Purpose: Plan travel and regional meetings
  • Criteria: Active deals, sort by Location, filter by region as needed
  • Frequency: Monthly or before trips 4. Upcoming Meetings View:
  • Purpose: Prepare for this week’s meetings
  • Criteria: Next Meeting = This week, sorted by meeting date
  • Frequency: Start of week 5. Data Quality Audit View:
  • Purpose: Identify incomplete records
  • Criteria: Empty critical fields (Next Steps, Status, Owner)
  • Frequency: Monthly List your top 5-8 views: Document which perspectives you need most frequently

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Step 2: Create Your First Core View (Weekly Follow-ups)

Build the view:
  1. Open your pipeline List
  2. Apply filters:
  • Status = Active (or your equivalent active stage)
  1. Apply sort:
  • Last Contact (oldest first) - surfaces deals needing attention
  1. Customize columns:
  • Show: Name, Status, Owner, Last Contact, Next Steps, Last Meeting
    • Hide: Less relevant fields for follow-up workflow
  1. Test: Verify it shows deals you should contact Save the view:
  2. Click Save button
  3. Name: “Weekly Follow-up Review”
  4. Click Save Use it:
  • Every Monday, open this view
  • See exactly which deals haven’t been contacted recently
  • Work down the list systematically

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Step 3: Create Geographic Planning View

Build the view:
  1. Start from your default List view (or duplicate Weekly Follow-up)
  2. Apply filters:
  • Status = Active
    • Location = [Your target region, e.g., “California”] OR leave unfiltered to see all
  1. Apply primary sort:
  • Location (alphabetical) - groups by city/region
  1. Apply secondary sort:
  • Next Meeting (soonest first) - priorities within each location
  1. Customize columns:
  • Show: Name, Location, Status, Next Meeting, Last Contact, Owner
    • Reorder: Name → Location → Next Meeting → Status Save the view:
  1. Click Save
  2. Name: “West Coast Trip Planning” (or your region)
  3. Click Save Use it:
  • Before travel or regional meetings
  • Filter further by specific cities if needed
  • Identify clustering opportunities (multiple companies in same city)
  • Plan efficient meeting schedules

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Step 4: Create Upcoming Meetings View

Build the view:
  1. Apply filters:
  • Owner = Me (your deals only)
    • Next Meeting = This week (or Within next 7 days)
  1. Apply sort:
  • Next Meeting (soonest first)
  1. Customize columns:
  • Show: Name, Next Meeting, Last Contact, Meeting Notes, Agenda
    • Hide: Less relevant fields for meeting prep Save the view:
  1. Click Save
  2. Name: “This Week’s Meetings”
  3. Click Save Use it:
  • Monday morning: See week’s meeting lineup
  • Before each meeting: Review company context
  • After meetings: Update Next Steps directly in view

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Step 5: Create Data Quality Audit View

Build the view:
  1. Apply filters using Boolean logic (New Lists only):
  • (Next Steps = is empty) OR (Status = is empty) OR (Owner = is empty)
  1. Apply sort:
  • Last Contact (newest first) - most recently touched deals should have data
  1. Customize columns:
  • Show: Name, Status, Owner, Next Steps, Last Contact, Date Added
    • Highlight which fields are empty Save the view:
  1. Click Save
  2. Name: “Data Quality - Empty Critical Fields”
  3. Click Save Note: This creates a New Lists variant (Boolean OR filter not in Classic)
Use it:
  • Monthly data hygiene reviews
  • Before pipeline reviews with partners
  • When onboarding new team members (show them what needs completion)

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Step 6: Create Hot Deals View

Build the view:
  1. Apply filters:
  • Status = Active
    • Priority = High (or create Priority field if doesn’t exist)
  1. Apply sorts:
  • Priority (High to Low)
    • Next Meeting (soonest first)
    • Last Contact (most recent first)
  1. Customize columns:
  • Show: Name, Priority, Status, Next Meeting, Investment Amount, Owner Save the view:
  1. Click Save
  2. Name: “Hot Deals - High Priority”
  3. Click Save Use it:
  • Daily check-in on most important opportunities
  • Partner sync meetings
  • Quick status updates to leadership

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Step 7: Organize and Optimize Your Views

Favorite your most-used views:
  1. Click Views navigator
  2. Star icon on your top 3-4 views:
  • Weekly Follow-up Review
    • This Week’s Meetings
    • Hot Deals
  1. Favorited views easy to spot in selector Test view efficiency:
Week 1: Use your new saved views
  • Track: How often do you use each view?
  • Note: Any missing views you wish you had?
  • Observe: Any views you’re not using? Week 2: Optimize
  • Delete unused views
  • Create any missing views you identified
  • Adjust filters/sorts based on actual usage
  • Reorder columns if needed

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Step 8: Establish View-Based Routines

Create time-based habits: Monday Morning (15 minutes):
  1. Open “This Week’s Meetings” → Review and prep
  2. Open “Weekly Follow-up Review” → Identify top 5 to contact
  3. Open “Hot Deals” → Check for any urgent updates Daily (5 minutes):
  4. Open “Hot Deals” → Quick status check
  5. Open “This Week’s Meetings” → Tomorrow’s meeting prep End of Month:
  6. Open “Data Quality Audit” → Clean up empty fields
  7. Open “Geographic Planning” → Plan next month’s travel Quarterly:
  8. Review all saved views → Delete unused
  9. Create new views for emerging workflows
  10. Share effective personal views with team

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Expected Outcome

  • 5-8 saved views covering all core pipeline management needs
  • Instant switching between perspectives (no manual filter recreation)
  • Time saved: 10-15 minutes daily (vs recreating filters each time)
  • More consistent pipeline reviews (saved filters ensure nothing missed)
  • Better meeting preparation (dedicated view for upcoming meetings)
  • Improved data quality (regular use of audit view)
  • Clear weekly routines built around specific views

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Tips & Best Practices

Starting Out:
  • Create 3 views first: Weekly follow-ups, upcoming meetings, hot deals
  • Use for 2 weeks: See which views you actually use
  • Add more as needed: Don’t create all 8 views day one
  • Iterate: Views are easy to modify - start simple, refine over time View Design:
  • Single clear purpose per view: “Weekly follow-ups” not “General pipeline”
  • Match review cadence: Daily views = simple, monthly views = comprehensive
  • Sort strategically: First sort = primary priority dimension Efficiency Tips:
  • Use Find in View: Search within saved view without changing filters Advanced Techniques:
  • Create time-boxed views: “This Week”, “This Month”, “This Quarter”
  • Create stage-specific views: One view per deal stage for focused work
  • Create owner-specific views: See your deals, partner’s deals, team’s deals
  • Create audit views: Multiple data quality views for different field types

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Common Mistakes

  • Too many columns: Makes views slow and hard to scan
  • Too complex filters: Hard to understand what view shows
  • Not using enough: Creating views but still recreating filters manually
  • Not cleaning up: View selector becomes cluttered with old views

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Example Use Case

Lauren, an Associate at a growth equity fund, manages 120 companies in her pipeline: The Problem:
  • Spent 15 minutes every Monday recreating filters for weekly review
  • Forgot to follow up with deals during busy weeks
  • Couldn’t quickly see upcoming meetings
  • Data quality issues (missing Next Steps, empty fields)
  • Geographic trip planning was manual and time-consuming Week 1 - Created Core Views:
View 1: “Weekly Follow-ups”
  • Filters: Status = Active, Owner = Me
  • Sort: Last Contact (oldest first)
  • Columns: Name, Last Contact, Next Steps, Status
  • Result: 22 deals needing outreach **View 2: “This Week’s Meetings” **
  • Filters: Next Meeting = This week, Owner = Me
  • Sort: Next Meeting (soonest first)
  • Columns: Name, Next Meeting, Last Contact, Agenda Notes
  • Result: 5 meetings lined up View 3: “Hot Deals”
  • Filters: Priority = High, Status = Active
  • Sort: Next Meeting, then Last Contact
  • Columns: Name, Priority, Next Meeting, Investment Amount, Deal Champion
  • Result: 8 critical opportunities Week 2 - Added Specialized Views:
View 4: “West Coast Planning”
  • Filters: Status = Active, Location contains California OR Washington OR Oregon
  • Sort: Location (alphabetical), then Next Meeting
  • Result: 18 companies, clustered by city for trip planning View 5: “Data Quality Check”
  • Filters: (Next Steps = empty) OR (Status = empty), Last Contact = Within 30 days
  • Sort: Last Contact (newest first)
  • Result: 12 recently touched deals missing critical data Week 3 - Established Routine:
Monday Morning (12 minutes vs 25 before):
  1. “This Week’s Meetings” view (2 min) → Reviewed 5 meetings, prepped context
  2. “Weekly Follow-ups” view (8 min) → Identified top 10 to contact, sent emails
  3. “Hot Deals” view (2 min) → Updated 2 statuses, checked partner meeting prep Daily (3 minutes):
  • “Hot Deals” quick check
  • “This Week’s Meetings” for tomorrow’s prep Month-End (20 minutes):
  • “Data Quality Check” → Filled 12 empty Next Steps fields
  • “West Coast Planning” → Scheduled 6 meetings for upcoming SF trip
  • Created new view: “Q1 Target Closes” for quarterly planning