Save the filters and columns of a CRM table as a view, share the view with your workspace, and set standing rules for AI in your CRM.
Save a CRM table view
In CRM, open a table, for example Opportunities.
Click Saved views, then Save current view.
Enter a name for the view. To let everyone in the workspace use it, select Share with everyone in the workspace.
Click Save view.
A view saves the filters, search, sort, column order and visible columns of the table. To open a view, click Saved views and select it. A view that a teammate shared shows Shared by and their name.
Who can share and change a view
Workspace members with CRM access can share views.
Only the person who saved a view can change or delete it. To change a teammate's view, open it, make your changes, and save it as a new view.
To delete your view, click Saved views and click the trash icon next to it.
CRM memory
CRM memory holds standing rules for your workspace's CRM, for example "Expansion and upsell opportunities belong to Chris." Buzz follows these rules when it works in CRM. Only workspace admins can see and edit CRM memory.
Click your profile picture and select Settings.
Select Workspace, then Apps.
In the CRM section, find CRM memory and click Add rule.
Type the rule. Rules save as you type. To remove a rule, click the trash icon next to it.