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Views & Organization

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Views & Reports

Sales moves fast, and the last thing you need is to waste time digging through cluttered lists. Every salesperson works differently—some track leads by status, others by industry, deal size, or last contact date. Frappe CRM gives you control over how you see your data, so the information you need is always front and center.

Saved Views

Reapplying the same filters every day? Stop. Create Saved Views with your preferred filters, sorting, and columns, so you can pull up the exact list you need with a click. No more setting up the same view over and over—just pick and go.

Public Views

Some views are personal, others are team-wide. Sales managers need visibility on key deals, SDRs need a list of fresh leads, and account managers track customer renewals. Public Views ensure everyone sees the right data without having to configure it themselves.

Pinned Views

Certain lists are used all the time—high-value deals, overdue follow-ups, leads that need urgent action. Instead of searching for them, Frappe CRM lets you pin these views to the sidebar, so they’re always one click away. No digging, no searching, just instant access.

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