To create a list view:
- Select the Tab (i.e. Deals)
- Select the existing view that most matches what you need (example, Open Deals)
- Click on the Gear icon
- Clone
- Re-name the view (example: Deals Est. Close this Quarter)
- Select the radio button “Share that view with all users”
- Add filter(s) (example: Est. Close Date = This Quarter)
- Save
Tip: You can add 1 or more filters to get a finite view of your data.