How Can I Delete a Saved View?

In UPilot CRM, you can create your own custom views for the Contacts, Deals, and Tasks based on what works best for you. However, if you’d like to go and remove views no longer required, you can delete any view that has been created for you.

You will not be able to delete another user’s custom views.

Deleting a saved view

To delete a saved custom view, you can:

  1. Go to any Contacts/Deals/Tasks pages
  2. Click on +Filters (Located on the top-right corner, next to ‘search in view)
  3. Click on the view name in the top-right corner of the open filter panel
  4. Hover over the view name to be deleted
  5. Click on the Edit icon

  6. From the popup that appears, click on Delete

  7. From the popup that appears, confirm the deletion
  • Your view has now been deleted.

Note: You cannot delete the default views set up by UPilot.
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