Last updated: March 30, 2021
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You can filter your records based on their property values to limit the records you view for analysis. This set of filters can then be saved as a view. You can create a view for the standard CRM objects, as well as calls.
When you select the view, the same set of criteria will be applied to give you a quick overview of objects that meet that criteria. You can also share access to your saved view with the other users in your HubSpot account. This article explains how to create a view for the standard CRM objects; learn how to create a view from your calls index page.
If you've already filtered the records in the All [objects] tab, you can save it as a new view as well by clicking Save view in the upper right and selecting Save as new. In the dialog box, enter the name of the view, customize the users you will share the view with, and click Save.
To ensure that a saved view will always be accessible in a tab, you need to pin it.
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Properties are used to store data on HubSpot’s standard CRM objects, custom objects, and products. You can: