You'll learn how to: Limit the Contacts table to only your records, only a teammate's records, or the whole team. Works the same way on Companies and Deals.
Time: 2 seconds.
Prereqs: You're in a multi-seat workspace. Solo workspaces don't show the Owner filter because there's only one possible owner.
Steps
- Open People and the People tab (or the Companies tab, or Revenue for deals).
- Click View in the toolbar, then the Filter tab.
- Add a condition on the Owner field and pick the teammate (or yourself) whose records you want.
The table refreshes as you apply the filter. Save the filtered state as a view (see Save a custom view) so you can return to "just Sarah's records" with one click.
Common patterns
- Daily personal work: set to Mine by default and forget it.
- Pipeline review of a teammate: switch to their name when prepping for a 1:1 or reviewing their performance.
- Workspace-wide reporting: switch to All members for end-of-quarter / end-of-month exports.
- Comparing two teammates' approach: switch back and forth between them to see how they each filter, rhythm, and engage their networks differently.
Owner-filter is not record permission
The Owner filter changes what you see, not what you have access to. In a Team-visible sharing policy (the default), you can still SEE records owned by teammates regardless of the filter; the filter just hides them. To genuinely restrict access, change the workspace sharing policy. See Team and workspace.
If something goes wrong
- Symptom: "I can't find an Owner field to filter on." → Fix: You're likely in a solo workspace (only one user), where every record has the same owner. The Owner filter is mainly useful once you have teammates.
- Symptom: "I filtered to a teammate but still see records I don't expect." → Fix: In a Team-visible sharing policy you can still see teammates' records; the filter narrows the view but doesn't change access.
- Symptom: "I can't see a teammate to filter by." → Fix: They're either not part of your workspace yet or they've been deactivated. Check the team roster in Settings → Team.
- Symptom: "Filter resets every time I refresh." → Fix: Save the view with the filter applied to make it sticky.
Related: Manage your contacts and companies | Save a custom view | Team and workspace.