---
title: "How to Create, Edit, and Delete Quick Views"
description: "Use Quick Views to quickly view commonly applied filters."
url: https://help.leadloft.com/en/articles/69-how-to-create-edit-and-delete-quick-views
collection: "Pipeline & Segments"
updated: 2026-09-14
language: en
---

# How to Create, Edit, and Delete Quick Views

Use Quick Views to quickly view commonly applied filters.

## How to Create a Quick View

1.  Start in **Pipeline**
    
2.  Apply Filters
    
3.  Click "Save View"
    
4.  And follow the steps
    

To access advanced filters, click on the 3-dot menu icon (More Icon) to the right of the filters and select **Show Advanced Filters**.

## How to Edit Quick View's Filters

1.  Click / Open a Quick View
    
2.  Apply or edit the filters
    
3.  Click **Save View** and follow the steps
    
4.  You can **Create a New Quick View** or **Update the Current Quick View**
    

## Edit a Quick View's Title

1.  Hover over a Quick View
    
2.  Click the **Edit Icon** (Pen Icon)
    
3.  Type in new name
    
4.  Click **Save & Update**
    

## Delete Existing Workflow Step

1.  Hover over a Quick View
    
2.  Click on **Edit Icon** (Pen Icon)
    
3.  Click **Delete Quick View**