What Is a Collection?

A collection in the GGMS CRM is a saved view of data that uses filters to show you exactly what you want to see, without changing the underlying records.

Collections exist throughout the platform — including Contacts, Listings, Inbox, Tasks, Templates, Workflows, and Forms. Wherever you can filter data, you can create a collection.

Think of a collection as:

• A shortcut to a specific set of records

• A reusable filter you don’t have to rebuild

• A way to organize your workspace around how you work

How Collections Are Used

Collections are built using filters inside a section and then saved for later use.

For example:

• In Contacts, you might save a collection that shows only new leads and keep it as a tab you check daily.

• In Listings, you might create a collection for open houses or featured properties so they’re always easy to find.

• In Tasks, you could save a collection that shows only priority tasks based on automation or website behavior.

Pinned vs. Unpinned Collections

Collections can be either pinned or unpinned:

• Pinned collections appear as tabs at the top of a page, giving you one-click access to views you use often.

• Unpinned collections are saved in the background and can be accessed later when needed.

You can manage pinned and unpinned collections using the gear icon in the top-right corner of any section. (pictured above)