A saved view is a named snapshot of the board, filter, and sort combination you're looking at - stage, type, tags, status, owner, amount range, closing or maturity window, and document status - so you can jump straight back to "my active files closing this quarter" without rebuilding the filters by hand every time.
What a Saved View Remembers
A view captures every filter on the deals page, including a search term, plus the board and sort order you had active. It leaves out view mode - board, list, or advanced - and card density, which live on your own display preferences instead, not on a saved combination of criteria. A view can be as broad as one status filter on a board or as narrow as a saved keyword search on it.
Saving the Current View
Set the board, filters, and sort you want, then press Filters and open Views - the bookmark button in the panel's heading row - and press Save current view. Type a name and press Save. The button stays disabled until at least one filter, a non-default sort, or a board choice is active; there is nothing to save from an empty board with nothing selected. A name has to be unique among your own views, and BrokerPlus tells you inline if it's taken rather than silently overwriting the existing one.
Applying and Switching Views
Open Filters, then Views, and press any saved view to apply it. Applying a view replaces every filter on the page with what the view stored, including clearing anything you had set that the view doesn't mention, so switching views is always a clean jump rather than a merge of old and new state. The view currently matching your filters shows a checkmark, and the Views button reads that view's name instead of "Views"; changing even one filter clears that highlight, whether or not you've saved anything new.
Deleting a View
Open Filters, then Views, hover the view, and press the trash icon. Deletion is immediate - there's no confirmation step and no way to recover a deleted view, so re-save it under its old name if you remove one by mistake.
Views Are Yours Alone
Saved views belong to the broker who created them. A teammate on the same board sees their own list, not yours, and there's no way to share a view or hand it to someone else. If a colleague needs the same filters, they have to recreate and save their own copy, or you can talk them through what you set.
What to Do Next
- Find a Deal With Search and Filters to build the combination you want to save.
- Tag Deals to add a tag filter to a view.
- Work Deals on the Board to see what applying a view changes on the page.