Hey there! This article is about the saved views feature. If you don't know what saved views are, check out this article first.

If you have several lead pipelines--one for owner leads in each market you manage, a pipeline for owners and another for real estate leads, etc...--you may want to have the same saved views in each pipeline so you can easily track the same metrics for each pipeline.

The same goes for your process types too (i.e. Owner Onboarding, Renewals, etc...). You might want each process type dashboard to have the same data columns to standardize the data everyone on your team sees in each process type.

Thankfully, it's easy to copy saved views between pipelines and process types.


"So how does it work?"

Step 1: Navigate to the pipeline (or process type) where you want to copy the saved view from.

Step 2: Click the copy button in the upper right corner of the dashboard (you might have to scroll to the right until you see it)

Step 3: Paste the link into your browser and hit "Enter" on your keyboard

Step 5: Choose the pipeline you want to copy the view into

Step 6: Click the "Save view" button in the upper right corner of the dashboard

Step 7: Either create a new view or override an existing one

Click "save" and you're done!

Don't Skip This!

There are a few important things to remember when copying saved views between pipelines and process types.

  1. If the saved view is from a lead pipeline, you can only copy it into other pipelines; you can't copy it into process types (and vice versa for process type saved views). This is because lead pipelines and process types do not share the same data column options so views aren't compatible between them.

  2. Filters and columns will only be copied over from the saved view into the new pipeline if that new pipeline shares the same filters and columns as the pipeline the saved view was copied from. If it doesn't LeadSimple will tell you that some of the filters or columns couldn't be displayed because they don't exist in the new pipeline.

Did this answer your question?