Create and manage view in HubSpot

How to Create a View

Simple Steps to Create

1. Navigate to any record page (contacts, deals, etc.)
2. Click "+ Add view"
3. Select "Create new view"
4. Enter a view name
5. Choose visibility:
   • Private (only you)
   • My team
   • Everyone
6. Click "Confirm"
7. Set your filters
8. Click Save icon

How to Edit a View

Editing Options

1. Edit Filters
   • Open your view
   • Click filter dropdowns
   • Modify filters
   • Click Save
2. Edit Columns
   • Click "Edit columns"
   • Add/remove columns
   • Save changes
3. Edit Name
   • Go to "All views"
   • Find your view
   • Click More > Rename
   • Enter new name
   • Click Confirm
4. Edit Access
   • Go to "All views"
   • Select More > Manage sharing
   • Choose new visibility
   • Save

3. How to Manage Views

Tab Management

1. Open Views
   • Click "+ Add view"
   • Select from list
2. Arrange Views
   • Drag tabs to reorder
   • Leftmost tab becomes default
3. Hide Views
   • Click "X" on tab
   • Reopen from "+ Add view" when needed

View Organization

• Set Default View
  1. Open desired view
  2. Drag to leftmost position
• Clone View
  1. Click Clone icon
  2. Name the copy
  3. Set visibility
  4. Save

How to Delete a View

Deletion Process

1. Go to "All views"
2. Find the view to delete
3. Click More > Delete
4. Confirm deletion

Important Notes About Deletion

• Only view creators and Super Admins can delete views
• Deleting a view doesn't delete any records
• Default HubSpot views cannot be deleted
• Deletion cannot be undone

Click here to see the step by step guide.