Skip to main content
All CollectionsPipeline ManagementBest Practices
Edit and Customize Views Shared With You
Edit and Customize Views Shared With You

Duplicate a view that has been shared with you to customize and make it your own!

Updated over 4 months ago

Views shared with you by another member appear in the 'Shared with Me' section of your sidebar. You can edit the data in these shared views. To further customize the view with options like different fields, filters, or highlights, and more, duplicate the view to make it your own.

  1. Navigate to Views and open the sidebar

  2. Find the Shared with me section and select your desired view

  3. Click the ••• and Duplicate the view

  4. The view will now be under the My Views section, and you can rename and customize the view to your liking!


Did this answer your question?