Saved Views
A Saved View is a filter-and-sort combination on the Submissions list, saved for one-click reuse. SALT also ships several built-in basic views for everyone on the agency. Personal views are yours; some can be shared with the agency.
In short: Filter the Submissions list how you like, then save the combination as a Saved View. Click it any time to apply the same filters again.
What’s saved in a Saved View
A Saved View captures:
- Status filter
- Tag filter
- Assignee filter
- Date range
- Line of business filter
- Archive/sample toggles
- Sort order
- Search term (where applicable)
It does not capture:
- The selected Submission (Saved Views show lists, not specific records)
- Notes or comments you’ve left
- Anything per-Submission
Basic views (built-in, shared with everyone)
Every agency gets these out of the box:
- New — recent Submissions
- Leads — Submissions still in Lead Status
- Includes home — Submissions covering home insurance
- Includes auto — Submissions covering auto insurance
- Unassigned — Submissions without an assignee
These are identical for everyone on the agency and don’t require setup.
Create a Saved View
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1
Open the Submissions list.
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2
Apply the filters you want — Status, Tag, assignee, date range, anything.
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3
Click the action to save the current view as a Saved View.
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4
Name it clearly. Good: “My open quotes.” Bad: “View 3.”
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5
Save.
The Saved View appears in your sidebar (or wherever your agency renders the views list) for one-click recall.
Personal vs shared views
By default, a Saved View you create is personal — only you see it. Where supported, you can mark a Saved View as shared so everyone on your agency sees and uses it. Use shared Views for filters everyone needs (e.g. “Q4 enterprise leads”) and personal Views for anything individual (“My follow-ups”).
Reorder, rename, archive
Saved Views support the usual lifecycle:
- Reorder — drag in the sidebar to change priority. Most-used at the top.
- Rename — open the Saved View settings and change its name.
- Archive — keep the configuration but hide it from the sidebar. Restore later if needed.
- Favorite/pin — pin frequent Views so they always appear at the top.
Saved View patterns agencies use
- “My day” — assignee = me, status = In Progress or Quoted, date = last 7 days.
- “Untouched leads” — status = Lead, no assignee, date = older than 24 hours.
- “This week’s wins” — status = Won, date = this week.
- “Awaiting documents” — tag =
awaiting-docs.
Build the views your team actually opens daily. Delete the ones you don’t.
Common questions
Can I share a Saved View only with specific teammates, not everyone? Sharing is currently personal or agency-wide. There’s no mid-tier sharing today.
If I delete a Saved View, do my filters go away too? Deleting a Saved View only removes the saved configuration. The Submissions and the underlying filters still exist; you just lose the one-click access.
What happens to a Saved View if my role changes? The View stays as configured. If your new role can’t see certain Submissions, those Submissions just won’t appear in the View.
Can I export a Saved View to CSV? Apply the View, then use the export action on the list. The export respects whatever filters are currently applied. See Exporting Submissions.