Make one
- On Brain > Views, with a live preview as you set it up.
- Or just ask in chat: “show my leads by stage as a board.”
Where a View shows up
- As a card under the agent’s reply in chat.
- Pinned to the Dashboard or a project page.
- As a read-only share link with no login, showing only that View’s rows, so you can hand a board to someone outside your workspace.
Why Views matter
Your agents fill trackers with hundreds of rows. A View is how you turn that raw data into the one board or number you actually watch: open deals by stage, replies this week, leads from a campaign. No spreadsheet work, and it never goes out of date.Pin a View to your Dashboard
Keep the boards and numbers you care about on your home screen.