> ## Documentation Index
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> Use this file to discover all available pages before exploring further.

# How to manage your pipeline efficiently using saved views

> Workflow recipe: How to manage your pipeline efficiently using saved views

<Note>**How-to** — task-oriented recipe.</Note>

**Last Updated:** November 27, 2025

**Object Tags:** Pipeline Management, Saved Views, Workflows, Efficiency, Deal Tracking

***

## 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.**

***

## 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)

***

## Workflow Steps

### 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

### 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

### 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

### 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

### 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)

### 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

### 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

### 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

***

## 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

***

## 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

## 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

***

## 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

***