24 saved view ideas for six industries

Saved views let you take any mix of filters and sorting, name it, and pin it as a tab at the top of your contacts, companies, or pipeline reports. Building one takes about thirty seconds: click + Add view, name it, add your filters/sorting, and hit Save view. (Step-by-step directions are here.)

So what's worth saving? Anything you'd want to look at again next month without changing the filters. A list of everyone turning 65 keeps working forever, because new people keep turning 65. A list you put together once, for one particular thing, probably doesn't.

Here are twenty-four to get you started, grouped by industry. Many of these ideas are applicable no matter your industry.

🛡️ Insurance

• 🎂 Everyone turning 65 in the next three months: set a Birthday filter to Quarter and Next 3 months, add an Age filter set to 64, and sort by birthday so the soonest are on top. (Step-by-step, including a preset link you can use instead of building it yourself.)
• 🧊 Leads sitting at Quote Presented: filter your Lead pipeline to that status and sort by last updated, so the quotes nobody has chased float to the top.
• 📅 Policies expiring soon: filter your Policy pipeline by Policy Expiration Date to the next couple of months, and your renewal outreach list is always current.
• 👨‍👩‍👧 Clients with dependents: filter contacts by # of Dependents. That's your life insurance conversation list, sitting in a field the template already gives you.

🏡 Real estate

• 🗓️ Past clients who closed over a year ago: if you keep a closing date as a custom field, filter it to more than a year ago. Everyone on that list is due a check-in, and people keep joining it on their own as time passes.
• 💲 Buyers by price range: filter the Buyer Lead pipeline by Max. Purchase Price, one view per band you actually work in. When a listing comes in, the call list is already a tab.
• 📣 Leads by source: the Lead Source field covers Open House, Referral, Website, Realtor.com, Trulia, and Zillow. Create a saved view for your most reliable lead source.
• 🔑 Everything in escrow: filter the Seller Lead pipeline to Inspection Completed/In Escrow so nothing falls through the cracks between accepted offer and closing.

🔧 Home services and contractors

• 📍 Your regular service areas: a view per city or zip code you work in often. Every new customer there joins the list on their own.
• 🛠️ Customers due for their annual visit: filter the last service date field to is on or before eleven months ago, and next month's calls are ready before the phone rings.
• 🧰 Jobs by service type: roof jobs, gutter jobs, and seasonal tune-ups each get their own tab instead of tangling together.
• 📝 Quotes waiting on a decision: your estimate status plus a last-updated filter of a week or two. One follow-up call on this list often wins the job.

💼 Consultants and agencies

• 🙏 Leads that came from someone who knows you: filter the Source field to Referral and Past Client so you have an easy list of people to thank for sending you business.
• 🧱 Engagements by service: fill in the Services field on the Client Engagement pipeline with what you actually offer, then save a view for your most frequent services.
• 📤 Proposals waiting on an answer: filter Consulting Lead to Proposal Presented and sort by last updated to keep track of your most pressing follow ups.
• 💤 Clients you haven't talked to in six months: filter Date contact was updated to on or before six months ago.

💛 Nonprofits

• 💌 Donations waiting on a thank-you: filter the Donation pipeline to Received. That's everything that has come in but hasn't been acknowledged yet.
• 🍂 Lapsed donors: filter Date Received on the Donation pipeline to a year or more ago. A lapsed donor is a great source of future donations.
• ♻️ Recurring donors: filter Donation type to Recurring. Keep your recurring donors front of mind.
• 🌱 Grants and partnerships in play: filter the Opportunity pipeline to Decision Pending, so everything you're waiting to hear back on sits in one place.

🎯 Coaching

• 🧭 Clients by goal: Create a saved view for different client goals. If you do leadership coaching plus executive functioning coaching, for example, have a saved view for each.
• 📄 Contracts sent but not signed: filter the Coaching Lead pipeline to Contract Sent and sort by last updated. These are the people who were ready and then went quiet.
• 🔄 Weekly clients and monthly clients: filter Plan Type. Two different rhythms of work, and two lists worth keeping an eye on separately.
• 📬 Past clients: Your past client list is always worth having handy, ready for a check-in or a referral ask.

If your industry isn't on this list

Here are a few general ideas to get you started, that work for most industries:

• 🗂️ A category you sort people into anyway: product, service type, giving level, price range, program, territory.
• ⏭️ A date that's coming up: birthdays, renewals, anniversaries, program end dates.
• 🕸️ A date that's gone stale, or a stage where things get stuck: last contact, last service, last gift, or a pipeline status plus a last-updated filter.

Start with the list you rebuild most often. Build it once, name it, pin it, and it's there tomorrow.

Need more help getting set up? Email us at help@lessannoyingcrm.com and we're happy to help you get started.

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