Configure default index page views in Hubspot

In Hubspot, you can customize default index page views so your team always sees the most relevant properties, filters, and table settings when they open records like contacts, companies, or deals. This guide explains how to set, manage, and use these default views efficiently across your CRM.

By defining a default object view, you improve data visibility, streamline user workflows, and create consistent reporting for your entire organization.

Understanding Hubspot index page views

An index page view in Hubspot controls how object records are displayed in a table on the index page of an object, such as contacts or deals. A view can define:

Which properties (columns) appear in the table
The order of those properties
Applied filters (for example, lifecycle stage or pipeline)
Sorting rules and saved filter sets

When you set a default object view, Hubspot automatically loads that configuration whenever users land on the selected index page, unless they manually select a different view.

Requirements for managing Hubspot default views

To change default index page views in Hubspot, you must meet specific permission and subscription requirements:

Permissions: You need App Settings Access. Without it, the settings area for objects will not be available.
Subscription level: Default object views are available only on certain Hubspot subscriptions, often Professional or Enterprise tiers for CRM tools.
Object access: Make sure you have access to the relevant objects (for example, Contacts, Companies, Deals, or Tickets).

If you cannot see the options described in this article, contact your Hubspot super admin to adjust your permissions or confirm your subscription level.

How to open Hubspot object settings

All index page view configuration takes place inside object settings. To access them:

In your Hubspot account, click the settings icon in the main navigation bar.
In the left sidebar, navigate to Objects.
Select the object you want to configure, such as Contacts, Companies, Deals, or Tickets.

Once you open the relevant object, you can manage default views, pipelines, and other configuration options for that object.

Set a default index page view in Hubspot

After opening object settings, use the following steps to set a default index page view in Hubspot for a specific object:

In the chosen object settings, look for a section related to Record customization or Views on the index page.
Find the panel or dropdown labeled something similar to Default view or Default object view.
Click the dropdown to see existing saved views for that object.
Select the view you want to designate as the default.
Save or apply your changes so Hubspot updates the default configuration for that object’s index page.

From now on, users with access to the object will see this default view automatically when they open the index page, unless they choose a different view manually.

Choose the right Hubspot view as default

When deciding which Hubspot view to set as default, consider the following best practices:

Team alignment: Choose a view reflecting the core metrics that matter most to sales, marketing, or service teams.
Minimal clutter: Avoid too many columns. Focus on properties that are used daily, such as status, owner, and key dates.
Standard filters: Apply filters that match your go-to working list, like open deals, active tickets, or qualified leads.
Pipeline context: For deals or tickets, tailor the default view to match the primary pipeline most users work in.

Manage multiple Hubspot object views

In addition to the default view, Hubspot lets you create and manage multiple saved views for the same object. This makes it easy for different teams to switch between specialized layouts.

Create a new Hubspot view

To build an additional view on an index page:

Go to the object index page (for example, navigate to Contacts > Contacts).
Adjust filters, columns, and sorting to match the layout you want.
Click the Save view option, then choose Save as new.
Give the view a clear, descriptive name, such as “Sales Qualified Leads” or “Support Priority Tickets.”
Save the view and, if needed, share it with specific teams or all users.

Once created, this new view can also be selected later as the default index page view from the object settings screen.

Edit or remove existing Hubspot views

Over time, you may need to refine or retire views that are no longer useful. To manage them:

Open the index page and choose the view you want to edit from the view dropdown.
Adjust filters, columns, or sorting rules as required.
Click Save view to update the existing configuration.
If a view is no longer needed, use the menu options on the view name (often accessed via a More or three-dot icon) to delete it.

Removing an old view will not affect your default object view unless that specific view was set as the default in Hubspot settings. If it was, update your default to another active view first.

How default views affect Hubspot users

The default index page view you configure has a direct impact on how teams work in Hubspot:

New users: When new users log in for the first time, they see a clean, guided list that reflects your process.
Consistency: Common columns and filters reduce confusion between departments and improve reporting accuracy.
Speed: Users spend less time toggling views and more time acting on prioritized records.

Individual users can still adjust their own views as needed, but the default configuration acts as a reliable starting point.

Advanced tips for optimizing Hubspot views

To get more value from default index page views, consider these optimization ideas:

Align with lifecycle or pipeline stages: Show lifecycle stage, pipeline, and stage properties prominently so teams can quickly understand where each record stands.
Include owner and activity metrics: Add properties like record owner, last activity date, or last contacted date to guide follow-up priorities.
Use clear naming conventions: When you create views that might become defaults, name them explicitly, such as “Global Default – Contacts.”
Review regularly: Revisit your default views each quarter to ensure they still match current processes.

Reference and further reading

For detailed, official instructions and the latest interface updates, review the original Hubspot knowledge base article on default index page views here: Hubspot default index page views.

If you need broader CRM strategy guidance, automation planning, or help designing effective object structures before setting up default views, you can find expert consulting options at Consultevo.

By carefully configuring your default index page views in Hubspot, you provide every user with a focused, actionable workspace that supports data quality, productivity, and scalable growth.

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