Filter View Sharing lets you give someone outside your account, or a teammate without a seat, a live view of your contacts or pipeline. Recipients open a link. No login and no user seat is required.
It works the same way for Contacts, Accounts, and Opportunities and Pipelines.
How to Create an External Share Link
A share link is built from one of your filter views, so the recipient sees exactly the records that view matches, with only the fields you pick. You start from the view's tab on the Contacts, Accounts, or Opportunities page.
Go to Contacts, Accounts, or Opportunities and click the tab of the filter view you want to share.
Click the arrow on that view's tab to open its menu.
Select External share links.
On the Manage Filter View Sharing page, click Create Share on the Quick Manage card for the view.
Enter a Title for the external view. This is what the recipient sees at the top of the page.
For Contacts or Accounts, select Table or Board from the Share As dropdown. If you select Board, select which board to show from the Board view dropdown.
For Opportunities, select a Pipeline, then use Stage Configuration to rename, hide, or reorder its stages and to star the milestone stage.
Under External Fields To Display, add the standard or custom fields the recipient should see, then drag to reorder them.
Select a Sort Column and a Sort Direction.
To require a password to open the link, turn on Password protect this view and enter a password.
Turn on Share link enabled.
Click Save External View Details.
How to Let Viewers Download a Shared View
Downloads are off for every share link until you turn them on in the share's settings. When they are on, anyone with the link (and the password, if you set one) can request the view as a CSV file by email.
Go to Contacts, Accounts, or Opportunities and click the tab of the shared filter view.
Click the arrow on the view's tab and select External share links.
On the Quick Manage card, click Create Share for a new link, or click View Shares and then the title of an existing share.
Under Downloads, turn on Allow viewers to download this view.
Under Fields in the download, check each field viewers can download. To find a field, type in the Filter fields box.
To get an email each time someone downloads, turn on Email me when someone downloads.
Click Save External View Details.
How the download works:
Fields in the download - starts with the fields shown on the page. A field you check can be downloaded even if it isn't shown on the page.
Download limit - a download holds up to 10,000 rows. A larger view isn't sent, and the viewer gets an email saying it is too large.
Link expiry - the emailed download link works for 72 hours.
On the Manage Filter View Sharing page, a share with downloads turned on shows a Downloads on badge and a download count. To see who downloaded, open the share and click Show who downloaded under Downloads. The button appears once someone has requested a download. The list shows each person, when they requested and downloaded the file, the number of rows, and the status. Only an Admin or the person who created the share can see it.
What the Recipient Sees
The link opens a live, read-only page showing only the fields you chose. The view updates as your data changes, it is not a snapshot. No VipeCloud account, login, or seat is required unless you turned on password protection.
If you turned on downloads, the page has a Download button. The recipient clicks it, enters their email and, if they like, their name, then clicks Email me the link. VipeCloud emails them a link to the CSV file.
How to Manage an Existing Share Link
You can change a share's fields, password, downloads, or link at any time, and the recipient sees the change the next time they open the page.
Go to Contacts, Accounts, or Opportunities and click the tab of the shared filter view.
Click the arrow on the view's tab and select External share links.
On the Quick Manage card, click View Shares.
Click the title of the share you want to change.
Change the settings you need. See the options below.
Click Save External View Details.
What you can change:
Share Link - use Customize next to the Share Link field to change the URL. On an Opportunities share, Regenerate link replaces the link entirely and the old link stops working.
Share link enabled - turn it off to pause access without losing the configuration.
Downloads - turn downloads on or off, or change the fields in the download.
You can create multiple links per filter view. Each share's card shows whether it is Active or Disabled and its view count. To open the shared page, click View on the card. To remove a share completely, click Delete on the card.
Can a Client See Their Leads Without Adding a Seat?
Yes. If a client, brand partner or referral source wants to see the leads you're working for them, you don't need to add a user seat. Share a filter view of just their leads with a link. They get a live, read-only page, and new leads show up on it automatically when they match the filter.
Go to Contacts and filter to that client's leads, for example by your Brand field, Lead Source or a tag.
Save the filter as a view. See How to Use Filter Views to Segment Contacts.
Create a share link for that view using the steps in How to Create an External Share Link above. Under External Fields To Display, add only the fields the client should see.
Turn on Password protect this view, then send the client the link and the password separately.
Make one view and one link per client so each client only sees their own leads.
If the client needs to edit records, send emails or work leads inside VipeCloud, they need their own user seat. See Managing Your Multi-Seat Account's Users.
Key Notes
This is the same feature for Contacts, Accounts, and Opportunities and Pipelines. Only the fields and display options differ.
Creating share links is available on Pro and Enterprise plans and during a free trial. On other plans, the Manage Filter View Sharing page shows Upgrade to Pro to Share Filter Views instead of the share controls.
Password protection and downloads work the same on every plan that can create share links.
Only an Admin or the view's owner can create a share link for a view, and on a built-in view only an Admin sees External share links.
Recipients cannot edit or filter data in the shared view. They can download it only when you turn on Allow viewers to download this view.
Download counts include every click, repeat downloads included.
Sharing leads with a client by link does not use a seat. A seat is only needed if the client has to log in and work in VipeCloud.