Views

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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

Your new View appears in the sidebar under Private or Shared, depending on visibility.

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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

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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)