How do I create and manage custom views?

Q: What are custom views in HubSpot?

A: Custom views in HubSpot are personalized views of your contact, company, and deal data that allow you to filter and sort your data based on your own criteria.

Q: How do I create a custom view in HubSpot?

A: To create a custom view in HubSpot, follow these steps:

1. Go to your HubSpot account and navigate to the Contacts, Companies, or Deals tool.
2. Click on the “Create a custom view” button in the upper right-hand corner.
3. Name your custom view and choose the object type you want to create the view for.
4. Select the criteria you want to filter by, such as specific properties or values.
5. Choose the columns you want to display in the view.
6. Add any additional sorting or grouping criteria.
7. Click “Save” to save your custom view.
   
   
   

Q: Can I edit or delete a custom view in HubSpot?

A: Yes, you can edit or delete a custom view in HubSpot. To do this, follow these steps:

1. Go to your HubSpot account and navigate to the Contacts, Companies, or Deals tool.
2. Click on the “More” dropdown menu and select “Custom views”.
3. Find the custom view you want to edit or delete and click on the “Actions” dropdown menu.
4. To edit the custom view, select “Edit” and make the desired changes. Click “Save” to save your changes.
5. To delete the custom view, select “Delete” and confirm that you want to delete the view.

Q: Can I share a custom view with other users in HubSpot?

A: Yes, you can share a custom view with other users in HubSpot. To do this, follow these steps:

1. Go to your HubSpot account and navigate to the Contacts, Companies, or Deals tool.
2. Click on the “More” dropdown menu and select “Custom views”.
3. Find the custom view you want to share and click on the “Actions” dropdown menu.
4. Select “Share” and choose the users or teams you want to share the view with.
5. Click “Save” to share the custom view.

Q: Can I use a custom view as a filter in a report in HubSpot?

A: Yes, you can use a custom view as a filter in a report in HubSpot. To do this, follow these steps:

1. Go to your HubSpot account and navigate to the Reports tool.
2. Click on “Create report” and choose the report type you want to create.
3. Add any additional filters or criteria to your report.
4. Click on the “Add filter” dropdown menu and select “Custom view”.
5. Choose the custom view you want to use as a filter.
6. Click “Save” to save your report.