> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saleslyt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Views & Pipelines

> Learn how to create and manage views in SalesLyt.

## Understanding Views

Views are saved configurations that determine how your data is displayed. Each view can have its own:

* **Layout**: Table, Kanban, or Calendar
* **Filters**: Which records to show
* **Sorting**: How records are ordered
* **Fields**: Which columns are visible

## View Types

### Table View

The default spreadsheet-like view showing records in rows with customizable columns.

### Kanban View

A visual board view where records appear as cards organized by stages. Ideal for:

* Sales pipelines
* Project tracking
* Any workflow with defined stages

### Calendar View

Display records with date fields on a calendar. Perfect for:

* Meetings and events
* Deadlines and due dates
* Time-based planning

## Creating a View

There are two ways to create a new view.

### Use the View Dropdown Menu

1. Navigate to any object (People, Companies, etc.)
2. Click the view name at the top left (shows current view with a dropdown arrow)
3. Click **+ Add view**
4. Name your view and click **Create**
5. Choose a layout (Table, Kanban, or Calendar) under **Options**
6. Add filters and sorting as needed
7. Select which fields to display and reorder them
8. Click **Save**

[Video demonstration](https://player.vimeo.com/video/1145648745?autoplay=1\&loop=1\&autopause=0\&background=1\&app_id=58479)

### Start by editting an existing view

1. Navigate to any object (People, Companies, etc.)
2. Choose a layout (Table, Kanban, or Calendar) under **Options** or Add filters and sorting as needed
3. Click on **Save as new view**
4. Name your view and click **Create**
5. Keep editing your new view
6. Click on **Update view** to save your additional configurations

[Video demonstration](https://player.vimeo.com/video/1145654005?autoplay=1\&loop=1\&autopause=0\&background=1\&app_id=58479)

## Managing Views

### Edit a View

1. Select the view from the dropdown
2. Make your changes (filters, sorting, columns)
3. Click **Save** to update the view

### Rename a View or Change Its Icon

1. Open the view dropdown
2. Click the **⋮** menu next to the view name
3. Select **Edit**
4. Change the name or icon
5. Click **Save**

### Reorder Views

1. Open the view dropdown
2. Click and drag a view by its handle
3. Drop it in the desired position
4. The new order is saved automatically

### Add to Favorites

Pin frequently used views for quick access:

1. Open the view dropdown
2. Click the **⋮** menu next to a view
3. Select **Add to favorites**
4. The view appears in your favorites section

### Delete a View

1. Select the view to delete
2. Click the view dropdown
3. Click the **⋮** menu next to the view
4. Select **Delete**
5. Confirm deletion

> [!WARNING]
>
> Deleted views cannot be recovered. Make sure you want to remove it before confirming.

## View Visibility

Each view (except the default "All \[Object Name]" views) has its own visibility setting.

To change visibility:

1. Open the view
2. Click **Options → Visibility**
3. Choose:
   * **Workspace**: Visible to all workspace members
   * **Unlisted**: Visible only to you

> [!NOTE]
>
> The default "All \[Object Name]" views cannot have their visibility changed.

## Next Steps

* [Table Views](https://docs.saleslyt.com/user-guide/views-pipelines/capabilities/table-views.md)
* [Kanban Views](https://docs.saleslyt.com/user-guide/views-pipelines/capabilities/kanban-views.md)
* [Filters and Sorting](https://docs.saleslyt.com/user-guide/views-pipelines/capabilities/filters-and-sorting.md)
* [View Settings](https://docs.saleslyt.com/user-guide/views-pipelines/capabilities/view-settings.md)


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