Once a list looks the way you want, save it so your columns and filters come back the next time you open the tab.
Why Your Columns Didn't Stay
Column, filter, and sort changes are temporary until you save them.
All Companies, All People, and All Deals are system lists. You can change them on screen, but you can't save over them — so if you set up columns on one of those and come back later, they're gone. Use Save as a new list instead and the layout becomes a list of your own that you can return to.
Create a Saved List
- Open All Companies, All People, or All Deals.
- Choose your columns and apply your filters — see Customize Columns, Filters, and Sorting in a List View.
- Click Save as a new list.
- Name the list and click Save.
Save Changes to an Existing List
- Make your changes to the open list.
- Click Save List.
- Choose Save changes to update the current list, or Save as new list to leave the original alone and create a copy.
On a shared list, Save changes updates the view for everyone it is shared with. Use Save as new list when you are experimenting.
Find Your Saved Lists
Click the current list name to open the dropdown.
- My Lists — the lists you created.
- Shared With Me — lists other people shared with you.
- Default List — the list that loads automatically when you open the tab.
- Starred Lists — lists pinned to your homepage. See Star a List to Pin It to Your Homepage.
More List Options
Click the three dots in the upper right of the list for the rest of what you can do with it:
- Export the list as CSV or PDF — see Export Data as CSV or PDF
- Import records, and manage past imports
- Add the list to a dashboard
- View the records on a map
- Check for duplicates
- Open the list in fullscreen mode
- Expand rows, to see more of what is in each cell
- Create a focused list from the records you pick
- Apply row formatting
- Rename, duplicate, or delete the list
Admins can choose which saved lists every new user starts with — see Set Up Onboarding List Defaults.
To put a saved list in front of your team, see Share List Views, Dashboards, and Reports.
Need help? Contact support at customercare@pipelinecrm.com.