Contacts

Create, customize, and manage your saved views

Last updated: April 21, 2020

In your object homes, you can view your records. You can filter these 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.

In future, selecting the view will bring up that same set of criteria and allow you a quick overview of objects that meet that criteria. Further to this, you can share access to your saved view with the other users in your HubSpot account.

Create a saved view

  • In the dialog box, name your view and select the users to share the view with. Once you've finish setting up the view, click Save. You'll be brought to the new view.

  • A new view will not start with any criteria. To set the criteria for your new view:
    • Click the default property dropdown menus above the table and select the values that you want the records to have.
    • For other properties, click More filters and in the right panel, search for and click the property, then specify the criteria. Learn how to set up your filter.
  • In the bottom left, you can click Save in the bottom left to update the view's filters. In future, this view will have the filters you've set.

If you've already filtered the contacts in the All [objects] tab, you can save it as a new view as well by clicking Clone in the bottom right,  and in the dialog box, typing the name of the view and clicking Save.

Access and edit a saved view

  • In your HubSpot account, navigate to your contacts, companies, deals, or tickets.
  • You can access a saved view in the following ways:
    • When available, click the tab of the view.
    • Click Add view and select the view.
    • Click All views and click the view name.
  • In the view, you can edit the criteria:
    • Click the default property dropdown menus above the table and select the values that you want the records to have.
    • For other properties, click More filters and in the right panel, search for and click the property, then specify the criteria. Learn how to set up your filter.
  • In the bottom left, you can click Save to update the view's filters. In future, this view will have the updated filters you've set.

Pin your saved view as a tab

To ensure that a saved view will always be accessible in a tab, you need to pin it.

  • Once pinned, you can make the saved view the default view (i.e., when you enter your records home, you will access the default view). Click the tab and select Make default view.

Manage existing views

  • In your HubSpot account, navigate to your contacts, companies, deals, or tickets.
  • Next to the tabs, click All views. You can see your saved views, which includes:
    • Standard views provided by HubSpot;
    • Views you've created; and
    • Views others have shared with you.
  • To edit an existing view, hover over the view and click Options. In the dropdown menu:
    • Create report: select to create a custom single object report using the set of filters. This is only available for Professional and Enterprise subscriptions, and Reporting add-on users.
    • Clone: select to clone this view. In the dialog box, enter the clone view's name and click Save.
    • Delete: select to delete the view. In the dialog box, click Delete.
    • Export: select to export the records in the view.
      • In the dialog box, click the File format dropdown menu to select the format for your export file.
      • Select either to Include only properties in the columns or to Include all properties.
      • Click Export and an email with a link should be delivered to your email inbox once it is processed.
    • Manage sharing: select to change the users who can see the view.
      • In the dialog box, select Private to keep the view private to your user, My team to share it with users in your HubSpot team, or Everyone to share it with all users in the HubSpot account.
      • Click Save.
    • Rename: select to change the view's name. In the dialog box, enter the new name and click Save.
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