DealSleek · How-to guidePreview
Save a view
2 steps, from “Name this view” to “Sharing”, with what to enter at each one.
- Audience
- Administrator, Operator
- Owner
- DealSleek product documentation
- Last reviewed
- Oct 11, 2026
- Reading time
- 3 min
Steps
- 01
Name this view
Give the screen a name you will recognise later.
- NameRequired
- What you would call this screen.
- Description
- Optional note for whoever you share it with.
- Page
- Captured from the page you were on.
- Surface
- Filters
- Captured from the filters you had applied.
- 02
Sharing
Decide who can see it, and whether to pin it.
- Visible toRequired
- Sharing widens who can SEE this view. It never grants access they do not already have.
- Team
- You can only share with a team you belong to.
- Pin to sidebar
- Pinned views appear in the sidebar.