Save a filtered view with PromptLab MCP
Describe the list you keep rebuilding and save it as a view tab for you or your team.
Updated October 1, 2026
What it does
Creates a saved view on leads, accounts, quotes, samples or another list, with your filter, columns and sort order.
Example prompt
“Save a view called My open quotes: quotes I own that aren't approved yet, newest first. Share it with the team.”
Open in Claude
Open in ChatGPTWhat happens
The assistant checks which fields quotes have, builds the filter and sort, and saves the view. A shared view shows up for the whole company; a private one only for you.
Tools used
get_entity_schemacreate_view
Did this answer your question?