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Saved views: filter once, come back with one click

On the Leads page you can combine a view (kanban/table), stage, heat, source, owner, date range and sort order β€” and every combination is really a URL of its own.

How to save a view today

After filtering the way you want, bookmark the address (URL) or send it to a teammate β€” opening it returns to exactly the same filter and sort. For example, every hot lead that hasn't been worked yet:

https://vision.org.il/wa/app.php?p=leads&view=table&status=new&heat=hot&sort=created&dir=desc

You can build a URL like this for any combination you care about β€” by owner, by ad source, by date range β€” and save as many as you like, each as its own bookmark. The "Clear filters" button always returns to the default view without touching the bookmarks you saved.

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Coming

A list of named saved views inside the app itself (like "hot this week" or "mine, not yet worked") that opens with one click from the menu β€” no copying URLs. Until then, a saved link does exactly the job.

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