Customize index page quick filters

On an object index page, quick filters help you segment records by their values for commonly used properties. Each object has default quick filter properties, but you can add your own to quickly access the properties that are most important to you.

Please note: if your account was created after March 30, 2026 and has a Free or Starter subscription, refer to the customize quick filters in the updated index page article.

If saved to a view, the customized quick filters will appear for all users who access that view. If not saved to a view, the customized quick filters are only shown to the user currently on the view.

Customize quick filters

Add quick filters

To add quick filters:

1. Navigate to your records (e.g., In your HubSpot account, navigate to Sales > Activity Feed.In your HubSpot account, navigate to Sales > Activity Feed.).
2. Above your displayed view type, click the add quick filter icon.
   
3. In the pop-up box, select the property you want to use as a filter. You can add up to ten custom quick filters. 
4. In the upper right, click the saveEditableViewIcon save icon to save the filters so they appear for all users who access the view moving forward. 

Please note: only Super Admins or the user that created the view can save its quick filters.

Edit quick filters

1. Navigate to your records (e.g., In your HubSpot account, navigate to CRM > Deals.).
2. Above your displayed view type, click the edit quick filter icon.
   
3. In the dialog box:
   • Click a property dropdown menu to change the displayed filter.
   • Click Add quick filter to add another property as a filter. You can add up to ten filters.
• Click the delete delete icon to remove a filter. All quick filters can be removed.
• Click Delete all quick filters to remove all filters at once. 
• Click Done when you're finished.
4. In the upper right, click the saveEditableViewIcon save icon to save the filters so they appear for all users who access the view moving forward. 

Use quick filters

Once you've customized your filters, you can use them to quickly segment records.

1. Navigate to your records (e.g., In your HubSpot account, navigate to CRM > Companies.).

2. In the toolbar section, click the property dropdown menus. Depending on your screen size, you may need to click More, then select the property.

3. Select filter criteria for the property.
4. If a quick filter has criteria set, it will be highlighted. To remove the filter, click the X next to the property.

Learn more about filtering records.