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Set the desired filters (can be multi-layer)
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Click the downward arrow next to the "Default" button
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Select "Save as Personal View” to save to your profile
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Select "Save as Org View” for all organization users to have access to this filter. This option is only available to admins.
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Name your View and click “Create” to save
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To make further edits, or to save changes, click the "carrot" or "down arrow" next to the view you're managing and click "Save Changes"
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To save changes to an "Org Wide" view, click that same carrot and choose "save as a personal view" then name your view.
Save frequently used filters (Views)
Last updated on Jan 06, 2025