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Default List View Filters
See the default list views and filters for commonly used objects.
Accounts
| All Accounts | Filter by Owner: All accounts |
| My Accounts | Filter by Owner: My accounts |
| New Last Week | Filter by Owner: All accounts Created Date: equals LAST WEEK |
| New This Week | Filter by Owner: All accounts Created Date: equals THIS WEEK |
| Platinum and Gold SLA Customers | Filter by Owner: All accounts |
| Recently Viewed | n/a |
| Recently Viewed Accounts | Filter by Owner: Recently Viewed |
Campaigns
| All Active Campaigns | Filter by Owner: All campaigns Active: equals True |
| My Active Campaigns | Filter by Owner: My campaigns Active: equals True |
| Recently Viewed | n/a |
Cases
| All Closed Cases | Filter by Owner: All cases Closed: equals True |
| All Open Cases | Filter by Owner: All cases Closed: equals False |
| My Cases | Filter by Owner: My Cases |
| My Open Cases | Filter by Owner: My cases Closed: equals False |
| Recently Viewed | n/a |
| Recently Viewed Cases | Filter by Owner: Recently Viewed |
Contacts
| All Contacts | Filter by Owner: All contacts |
| Birthdays This Month | Filter by Owner: All contacts Birthdate: equals THIS MONTH |
| My Contacts | Filter by Owner: My contacts |
| New Last Week | Filter by Owner: All contacts Created Date: equals LAST WEEK |
| New This Week | Filter by Owner: All contacts Created Date: equals THIS WEEK |
| Recently Viewed | n/a |
| Recently Viewed Contacts | Filter by Owner: Recently Viewed |
Leads
| All Open Leads | Filter by Owner: All leads Lead Status: does not contain closed |
| My Unread Leads | Filter by Owner: My leads Unread By Owner: equals True |
| Recently Viewed | n/a |
| Recently Viewed Contacts | Filter by Owner: Recently Viewed |
| Today’s Leads | Filter by Owner: All leads Created Date: equals TODAY |
| View - Custom 1 | Filter by Owner: All leads |
| View - Custom 2 | Filter by Owner: All leads |
Opportunities
| All Opportunities | Filter by Owner: All opportunities |
| Closing Next Month | Filter by Owner: All opportunities Closed: equals False Close Date: equals NEXT MONTH |
| Closing This Month | Filter by Owner: All opportunities Closed: equals False Close Date: Equals THIS MONTH |
| My Opportunities | Filter by Owner: My opportunities |
| New Last Week | Filter by Owner: All opportunities Created Date: equals LAST WEEK |
| New This Week | Filter by Owner: All opportunities Created Date: equals THIS WEEK |
| Opportunity Pipeline | Filter by Owner: My opportunities Close Date: greater or equal LAST 3 MONTHS |
| Private | Filter by Owner: All opportunities Private: equals True |
| Recently Viewed | n/a |
| Recently Viewed Accounts | Filter by Owner: Recently Viewed |
| Won | Filter by Owner: All opportunities Closed: equals True Won: equals True |
