Views in HubSpot CRM are your best way to get a quick glance at a set of contacts, companies, or deals. They help you organize and prioritize your process.
Today, views are getting an overhaul, with a goal of making them easier to manage and navigate, cleaner to create, and more flexible to share. Here’s the quick rundown:
- Views in HubSpot CRM are now called saved filters.
- Saved filters are now accessed via a full-screen management area, rather than a small sidebar dropdown.
- You can now favorite up to five saved filters, which will remain pinned to the left-hand sidebar.
- Creating a saved filter is now much more spacious. In addition, the five properties you use the most are now surfaced front-and-center when creating a saved filter.
- Saved filters can now be shared with a single team. Previously, they could only be private or shared with all.
- And finally, for the first time, saved filters are available in HubSpot Marketing, in addition to HubSpot CRM.