Views

​

Creating a View

1. Go to the Views section in the inbox sidebar
2. Click on the + button to create a new View
3. Give your View a name (e.g. “Sales Leads”)
4. Add filters (e.g. Assignee, Channel, Tag, Status, etc.)
5. Click on Save View

​

Editing a View

1. Select a view from the sidebar
2. Click on Edit at the top
3. Adjust the filters or name
4. Click on Update View

​

Deleting a View

1. Hover over the view in the sidebar
2. Click on the three-dot menu and select Delete View
3. Confirm deletion (this action is permanent)