View and filter lists

Learn how to manage your lists more effectively after they've been created. 

Filter lists and save views

You can segment lists based on certain criteria to make it easier to sort them. For example, you can create a view of lists that have grown by more than 100 members in the last seven days.

To create a new view:

• In your HubSpot account, navigate to CRM > Lists.
• Click + Add view. 
• Click Create new view. 
• In the pop-up window, enter a name for the view and select the audience for it. 
• Click Save. 

To add or change filters in the view, use the property dropdown menus at the top of the table:

• Navigate to a specific view.
• You can filter by the following default menus: 
  • All teams: lists assigned to a specific team.
  • All creators: the creator of the list.
  • All types: select between active or static lists.
  • All objects: select which object list you want to filter for. 
• To filter by other properties, click All filters. In the right panel:
  • Select the property you want to filter by.
  • Set criteria for the selected property, then click Apply filter. Learn more about setting criteria.
  • To select another property, click AND. When you set a filter with AND, lists must meet all of the criteria in the filter group in order to be included in the view. 

Customize list views

After you've created your list view:

• To reorder your views, click and drag a tab to a new position.
• To set a default view, click and drag the view's tab to the left most position. This view will be the first tab to appear each time you navigate to the Lists page. 
• To close a view, click the X on the view's tab. You can reopen the view from the Add view dropdown menu or the All Views page.
• To manage all saved views in your account, click All views.
• On the All Views page, your own custom list views are shown. 
  
  • To edit or delete a view, hover over a view, then click the Actions dropdown menu. Select from the following:
    • • Delete: delete the view. In the dialog box, click Delete to confirm. The view will be deleted, but the lists included in the view will not be deleted.

• • • • Clone: clone the view. In the dialog box, enter a name for the cloned view, then click Save. A new view will be created with the same filters.
      • Export: export the lists in the view. Learn more about exporting records.
      • Manage sharing: update which users have access to the view. In the dialog box, select to make the view private, share it with your team, or share with all users in the account. Click Save to confirm.
      • Rename: update the name of the view. In the dialog box, enter a name, then click Save. 

Customize a view's columns

To customize how properties appear in a list view: 

• In your HubSpot account, navigate to CRM > Lists.
• Navigate to a saved view. 
• Click Actions > Edit columns. 

• On the left, select the checkboxes next to the properties you want to appear in the table.

• On the right, use the drag handle to drag and drop properties to reorder the columns. Click x to remove a property.

• Click Apply.