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Build and share custom
views across your team

Each rep gets one customer view filtered their way. Set filters by score, stage, owner, or intent and share in a click.

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Build
How it works

From complex filters to saved team views in 4 steps

Build views with multiple filters, pick a layout, save for reuse, and share with your team instantly.

1

Advanced Filtering

Build sophisticated filters

Create complex filters combining score ranges, stage criteria, ownership, industry classifications, intent signals, custom fields, and date ranges. Stack multiple conditions with AND/OR logic.

  • Score Ranges
  • Stage Criteria
  • Owner Assignment
  • Industry Tags
  • Custom Fields
2

Layout Selection

Choose your ideal layout

Switch between list view for detailed scanning, kanban boards for pipeline visualization, or table view for spreadsheet style analysis. Each layout optimized for different workflows.

  • List View
  • Kanban Board
  • Table View
  • One Click Switch
3

Save & Pin

Save and pin top views

Save your filtered views with custom names and descriptions. Pin your most used queries to the sidebar for instant access. Create unlimited saved views for different scenarios.

  • Custom Names
  • View Descriptions
  • Sidebar Pinning
  • Instant Access
4

Team Sharing

Share across your team

Share saved views with specific team members, departments, or the entire organization. Collaborative views ensure everyone sees the same data with consistent criteria.

  • Individual Sharing
  • Department Access
  • Organization wide
  • Consistent Data
Why Teams Choose LIO

Six reasons teams never go back

Once teams have a CRM with 360 degree customer view, going back to a fixed layout feels limiting

Saved Filter Combinations

Saved Filter Combinations

Save filters, visible columns, and sort order as named views. Reusable combinations cut repetitive setup and keep lead management efficient.

Custom Field Filtering

Custom Field Filtering

Filter by any custom field via JSONB storage for flexible, targeted views. Custom field filtering gives personalized, systematic access.

AI Scoring Integration

AI Scoring Integration

Filter leads by AI scoring including Lead Score, ICP Fit, and Intent Score for smart prioritization. Data-driven filtering keeps it systematic.

Three Visibility Levels

Three Visibility Levels

Set view visibility to Private, Team, or Public for org-wide access. Levels give clean access control and shared efficiency.

Multi Module Support

Multi Module Support

Create custom views for Leads, Contacts, and Deals with consistent filtering. Multi-module support keeps data and workflows consistent.

Column Organization Control

Column Organization Control

Configure visible columns and display order to optimize what appears on screen. Column control gives personalized views and faster workflows.

Who views with LIO
Deepak MehrotraDeepak MehrotraDeepak MehrotraDeepak Mehrotra

750+

visualization teams

Built for every team that needs custom perspectives

Sales managers, ops teams, and analysts rely on LIO custom views for a 360-degree pipeline view. The filter shapes what you see; the layout shapes how. Everyone customizes, so everyone uses it.

25+

filter criteria

14

filter operators

3

layout options

100%

team shareable

Sales Managers

Custom views drive team alignment

Sales managers create and share views filtered by territory, stage, score, and owner. Saved views end filter confusion so reps never rebuild queries, keeping the team on the same data.

Features

Built for systematic data organization

Everything for advanced custom views: JSONB fields, multi-module support, team sharing, and saved views.

JSONB Custom Field Support

Filter by any custom field via JSONB for flexible, unlimited filtering. JSONB gives personalized, systematic access.

Multi Module Compatibility

Create custom views for Leads, Contacts, and Deals with consistent filtering. Multi-module support keeps the sales stack organized.

Team Collaboration Views

Share views with Private, Team, or Public visibility for aligned access. Clean controls keep collaboration coordinated.

AI Scoring Integration

Filter leads by AI scoring including Lead Score, ICP Fit, and Intent Score for smart prioritization. Data-driven and systematic.

Custom Lookup Filtering

Filter by Status, Priority, Source, Tags, and Industry via custom lookups. Categorization stays consistent.

Multi Language View Support

Access custom views in English and Hindi with browser auto-detection for global teams. Views stay accessible and coordinated.

Questions & answers

Everything you need to know

Get answers to common questions about LIO's Custom Views and Filters feature.

You can combine unlimited filters using AND/OR logic. Stack filters by score ranges, stages, ownership, industries, custom fields, date ranges, and more. Most teams stack between 5 and 10 filter conditions per view depending on how specific their segmentation needs to be.
List view is perfect for scanning many leads quickly with key details visible. Kanban boards visualize leads by stage with drag and drop progression. Table view provides spreadsheet style analysis with sorting, column customization, and bulk selection capabilities.
Yes. Each team member can create and save their own personal views in addition to accessing shared team views. Personal views are private by default and only visible to the person who created them.
Yes. Saved views are dynamic queries that update in real time as leads change or new leads match your criteria. When you open a saved view, you will always see the most current data that matches your filter conditions.
Yes. LIO lets you filter by AI lead score ranges, ICP fit score, intent signals, and buying signals alongside standard fields like stage, owner, and industry.
Yes. LIO supports filtering by all custom fields including text, number, dropdown, date, and boolean fields. You can combine custom field filters with standard filters for highly specific lead segmentation.
Lio · AI lead management

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Win on speed with AI that routes and qualifies leads in real time, so your team always works the deals most likely to close.

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3.2x
faster lead response
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lead capture rate
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leads missed
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