A filter view is a rule-based way to display a subset of your contacts that match specific criteria at any given moment. Filter views update automatically as contact data changes, so a contact that no longer matches the rules for a filter view drops out of it without any manual action.
Filter Views vs Contact Lists
Filter views are rules-based. They update automatically as contact data changes and identify contacts that match specific criteria at any given moment.
Contact lists are static. Contacts are either in the list or not, and the list does not change unless you manually add or remove people.
Filter views are often used first, then converted into a contact list when you're ready to send a mass communication to that segment.
How to Access Your Filter Views
Click Contacts in the left sidebar.
Above the contacts table, click the tab for the filter view you want to see. Your starred views appear first, followed by your most recently used views, up to six tabs.
If the view you want isn't shown as a tab, click More to search the full list.
To see every filter view in the account, click Manage views.
How to Star a Filter View
Starring a filter view pins it to your tab strip so it's one of the first tabs above the table.
Click More above the contacts table.
Click the star icon next to the filter view you want to pin.
Click the star icon again to unpin it.
How to Create a New Filter View
Open any filter view, such as My Contacts, as your starting point.
Click + Add filter above the contacts table.
Choose a Field, a Condition (such as Is, Is Not, Includes, Does Not Include, Is Empty, or Is Not Empty), and a Value, then click Apply.
Repeat for any additional rules. Multiple rules on the same field are combined with OR; rules on different fields are combined with AND.
Once you've added a rule, an Unsaved changes label appears above the table next to Save, Save as new, and Discard. Click Save as new. (If you started from a view you don't own, such as a system view like My Contacts, only Save as new and Discard are offered.)
In the panel that opens, enter a View name.
Under Show records, choose whether the view searches just your records or everyone's. This is separate from who can see the view.
Under Who can see this view, choose Everyone in the account, Specific teams & people, or Only me.
Click Save changes.
How to Edit an Existing Filter View
Open the filter view from your tabs or from More.
Click + Add filter to add a rule, click the x on an existing chip to remove one, or click a chip to change its field, condition, or value.
Once you make a change, an Unsaved changes label appears above the table next to three buttons: Save, Save as new, and Discard.
Click Save to update the view, or Save as new to save your changes as a separate view. Either one opens a panel to confirm the view's settings.
Confirm or update the View name.
Under Show records, choose whether the view searches just your records or everyone's. This is separate from who can see the view.
Under Who can see this view, choose Everyone in the account, Specific teams & people, or Only me.
Click Save changes, or Cancel to back out without saving.
Save opens the panel pre-filled with the view's existing name and settings, so you're confirming rather than starting over. Save as new opens it blank so you can give the copy its own name.
Save is only available if you own the view or you're an Admin. On a view shared with you that you don't own, or on a built-in view like My Contacts, only Save as new and Discard are offered.
Discard throws away your changes and returns the view to how it was. It doesn't open this panel.
How to Rename, Delete, or Share a Filter View
Open the filter view from your tabs.
Click the caret next to the star on the active tab.
Choose Rename, Who can see this, External share links, or Delete view.
External share links create a read-only link for people outside your account. See How to Share a Live View of Your Contacts or Pipeline Externally for the full walkthrough.
How to Manage All Your Filter Views
Click Manage views above the contacts table to open the Filter Views page.
On this page, you can:
Search by view name using the search field.
Filter the list by object type, such as Contact.
Sort the list using the dropdown, such as View name (A-Z).
Filter by owner using the All owners dropdown.
See each view's filter count, owner, and whether it searches just the owner's records or everyone's records, listed under the view name.
See who can currently see the view under Sharing.
See who currently has the view active under In use now.
Click Edit, the people icon, or the trash icon next to any view to manage it individually.
How Do I Control Who Can See a Filter View?
Every filter view has a visibility setting, set in the Who can see this view panel when you save or save as new.
Everyone in the account - visible to everyone with access to the object.
Specific teams & people - visible to the teams or individual users you choose.
Only me - visible only to you.
Being able to see a shared filter view lets you filter from it and create your own copy. It does not let you overwrite the original. Only the owner or an Admin can save changes back to a shared view.
How to Turn a Filter View into a Contact List
With the filter view applied, click the checkbox in the upper-left corner of the contacts table.
If the filter matches more contacts than are shown on the page, click the option in the banner to select all matching contacts, not just the ones visible.
Click the dropdown next to the checkbox and choose Create segment from selected.
Enter a name for the contact list and click OK.
The list is created in the background and may take a few minutes for large segments. Use it as the audience for a mass email, mass series, or mass text.
Key Notes
Filter views apply the same way to Contacts and to the Opportunity/Pipeline board. Only the available fields differ.
Is Empty and Is Not Empty are available as filter conditions on most field types, except checkboxes.
If a chip references a field, tag, or owner that has since been deleted, it now displays as Deleted field instead of disappearing. The rule is still applied to your table. Remove or replace that chip to change it, since a deleted field can't be reselected in the editor.
The "In use now column" on the Manage Filter Views page shows who currently has that view set as their active view for that page.
If you're looking for the old filter view dropdown above the table, the Filter or Edit Filter button, the star icon below the search bar, or the Starred Filters menu: the dropdown is now a tab strip with a More list, filters are added with the + Add filter chip row, and starring happens from the star icon next to a view in the More list or on its tab.
Manage Sharing has moved. External share links, Rename, and Delete are now on the caret menu on a filter view's tab.