Create and manage saved views

On an index page, you can view and filter records using saved reusable views. Use default HubSpot views or create custom ones with filters and visibility settings for your view only or account-wide.

Create a saved view on the index page

Create a saved view to organize records of a specific object type. Add filters, sort by a specific property, and select an optional view type (e.g., board) in addition to table view.

To create a saved view: 

1. Navigate to your records (e.g., In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.).
2. Click the + add view icon, then select a view type (e.g., board, gantt). 
3. Enter a name for your view, then click the successIcon confirm icon.
4. Set advanced filters or quick filters for the view.
5. To edit table columns:
   • Hover over the right edge of the table and click the editColumns edit columns icon.
   • In the dialog box, select the checkboxes of the properties or associations you want to display.
   • Click and drag an item to reorder it in the column list.
   • Click the X next to an item to remove it from the column list.
   • Click Apply to save your changes and exit the dialog box.
6. In the bottom right, click Publish when you're done.

Share a saved view on the index page

By default, views you create are private to your profile and Super Admins only. Share saved views with other users in your HubSpot account so they can start from your saved configuration. 

1. Click the name of the view you want to share.
2. Click the settings configure view icon.
3. In the panel, click Manage sharing.
4. In the dialog box, configure the visibility:
   • Private: only you have access.
   • Team: select teams that can access the view.
   • Everyone: everyone in the HubSpot account can access the saved view. 
   • Custom: select teams or users that can access the saved view.
   • Click Save to apply your changes.

Edit a saved view

Edit the configuration of a view or the visual aspects that are local to your user profile only.

1. Navigate to your records (e.g., In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.).
2. Click the name of a view tab. If the one you want doesn't appear as a tab, click the + add view icon, then search for the view.
3. To edit a view's filters:
   
   • Click a property dropdown menu or Advanced filters, then edit the filters.
   • Your changes are automatically saved for your user profile.
4. Click the settings configure view icon to edit the view's root configuration.
5. In the right panel, edit the following:
   • Name: change the name of the view.
   • View specific settings: select the view type (e.g., board) tied to the saved view and the display settings for the view type selected (e.g., zebra striping for table view, grouping for board view).
   • Filters: configure filters.
   • Sort order: select the property (e.g., Create date) by which the view is sorted and the sort direction (e.g., A -> Z).
   • Sharing options: share the view with other users in the HubSpot account or copy a shareable link for those who already have access to it.
   • Export: export the records and associations displayed within the saved view.

1. • Delete: delete the view.

Open, reorder, or close views

• Open tabs: to the right of your tabs, click the + add view icon, then select Add view to open an existing saved view. Once opened, up to 5 tabs automatically remain pinned on the index page unless you close them. If you have more than 5 tabs open, the 6th will be automatically closed.
• Reorder view tabs: click and drag a tab to a new position to reorder your views. If you drag a tab to the leftmost position, it will become the default view.
• Hide a view tab: click the name of a view tab, then click the X to hide the view. You can reopen the view from the Add view pop-up box.

Clone a view

To create a new view with the same filters and settings as an existing view:

1. Navigate to your records (e.g., In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.).
2. If the view you want to clone is open:
   • In the bottom right, click the duplicate clone to new view icon.
   • Enter a new name for the view, then click the successIcon confirm icon.
3. If the view you want to clone is hidden:
   • Click the + add view icon, then select Add view to open an existing saved view.
   • In the bottom right, click the duplicate clone to new view icon.
   • Enter a new name for the view, then click the successIcon confirm icon.