In a group, you can view the same data in multiple ways. You can create different views from the group page by choosing the type of contacts (people, companies, deals, objects) and type of view (table or pipeline).
Each group is organised in tabs, one for each kind of record: People, Companies, and one tab per object type (Deals, for example). Each tab has its own views, and a view shows that tab's records as a table or a pipeline.
Default tabs and views
Every new group starts with two tabs:
People: an All table view and a Pipeline view grouped by Status
Companies: an All table view and a Pipeline view grouped by Status
When you add people to a group, the companies they belong to are added to the Companies tab automatically. When you create a new object type, its tab also comes with an All view and a Pipeline view.
Manage tabs
Click the active tab to open its menu: rename, import, hide, move left or right, and delete for objects.
Hidden tabs and New object type are in the menu at the end of the tab bar.
Drag tabs to reorder them.
Create a view
Open the tab you want the view in (People, Companies or an object type).
In the Views panel, click +. You can also type a name in the panel's search and click Create "…".
Enter a name and choose Table or Pipeline.
For a pipeline, choose the Group by field. Pick an existing field or type a new name and folk creates the field for you. Its options become the pipeline's columns.
Click Create view.
Filters, sorting and column order you set in a view are saved to that view automatically.
Table views are useful for:
Sub-groups and batches: filter by tags such as status, contact type or campaign
Teammates: filter by owner (sales owner, interview owner…)
Pipeline views are useful for:
Sales: track deals or leads by stage
Partnerships: follow each conversation from first contact to close
Organise your views
Drag views in the Views panel to reorder them.
Use the search in the panel to find a view quickly.
Hide the panel with the Hide views button and bring it back with Show views.
Each tab always keeps at least one view, so you can't delete its last view.
Deleting a view removes it for every member of the group and unpublishes any shared link to it.
Open views from the left sidebar
For each group in the left sidebar, click Expand views to list its views and open them directly. Collapse the group to hide them again.