How to Create and Manage Saved Views in HubSpot CRM

Saved views in HubSpot let you quickly filter and organize records so your team can focus on the contacts, companies, deals, or tickets that matter most. This guide walks you through creating, editing, sharing, and managing those saved views step by step.

The instructions below are based on the official documentation, adapted into a practical workflow you can follow directly inside your CRM.

What Are Saved Views in HubSpot?

A saved view is a reusable set of filters and column settings applied to an index page for a specific object, such as contacts or deals. Instead of rebuilding filters each time, you store them as a named view and access them from a simple dropdown.

You can create saved views for:

• Contacts
• Companies
• Deals
• Tickets
• Custom objects (if available in your account)

Each object has its own set of views. A view you create on contacts will not appear on deals, and so on.

Default Views Available in HubSpot

Every object index page in HubSpot starts with a few default system views. These views are automatically created and managed by the CRM.

Common default views include:

• All records — shows every record you have access to.
• My records — records owned by you.
• Recently viewed — records you accessed most recently.

Some objects also include additional preset views tailored to their workflows, such as open deals or active tickets.

You can adjust columns and filters on these default views and save new custom views based on them without changing the original presets.

How to Open the Views Dropdown in HubSpot

To work with saved views, start on the appropriate object index page in HubSpot.

1. In the main navigation, go to the object you want to view, for example:
   • Contacts > Contacts
   • Contacts > Companies
   • Sales > Deals
   • Service > Tickets
2. At the top left of the table, click the View dropdown. This is where all existing default and custom views appear.

From this dropdown you can select, create, rename, share, and delete views as needed.

How to Create a New Saved View in HubSpot

You can build a new saved view from scratch or by starting with an existing one and modifying it. Use this process on any object index page.

Step 1: Choose a Starting View in HubSpot

1. Open the relevant object index page.
2. Use the View dropdown to pick a starting view. Many users choose All records as a base.

This starting point defines the initial columns and filters you will customize.

Step 2: Apply Filters for Your HubSpot View

Next, narrow down the records shown by adding filters.

1. At the top of the table, click Advanced filters (or the filters bar if already visible).
2. Click Add filter.
3. Search for and select a property, such as Lifecycle stage, Deal stage, or Ticket status.
4. Choose an operator and value, for example:
   • Lifecycle stage is Customer
   • Deal stage is any of: Closed won
   • Ticket status is Open
5. Repeat to add more filters if needed.
6. Click Apply filter after each property configuration.

The table will update in real time to show only the records that match your selected criteria.

Step 3: Customize Table Columns in HubSpot

Saved views also remember which columns you see and in what order.

1. In the top right of the table, click Edit columns.
2. Use the search box or scroll to find properties you want to show.
3. Select the checkboxes next to the properties to add them as columns.
4. Clear checkboxes to remove unwanted columns.
5. Drag and drop properties in the Selected columns list to reorder them.
6. Click Save to confirm your column layout.

These column settings will be stored with your saved view so they are applied automatically each time you open it.

Step 4: Save Your Filters and Columns as a HubSpot View

1. Once your filters and columns are configured, open the View dropdown.
2. Select Save view.
3. Choose one of the options:
   • Save as new — create a brand new view.
   • Update existing view — overwrite the currently selected view with your changes.
4. If creating a new view, enter a descriptive name such as My Open Deals This Quarter.
5. Choose the sharing setting (see next section).
6. Click Save.

Your new saved view now appears in the dropdown list and can be selected at any time.

Sharing and Permissions for HubSpot Views

When saving a view, you control who can access it. The available options depend on your user permissions and subscription level, but typically include:

• Private — only you can see the view.
• Team only — share with your team or specific teams (for accounts using teams).
• Everyone — make the view available to all users in your HubSpot account.

Choosing the right visibility helps align your CRM with how your organization works, without cluttering other users’ dropdowns with unnecessary views.

How to Manage Existing Views in HubSpot

Over time, you may need to adjust, favorite, or remove views to keep your HubSpot workspace organized.

Rename a Saved View

1. Open the object index page and select the view from the View dropdown.
2. Click the dropdown again and choose Rename (or manage view settings).
3. Enter the new name.
4. Click Save.

The updated name appears for all users who have access to that view.

Change Sharing Settings on a HubSpot View

1. Select the view you want to update.
2. Open the View dropdown and go to the view settings.
3. Adjust the visibility (private, team, or everyone).
4. Save your changes.

Depending on your permissions, you may only be able to change visibility on views you created.

Mark a View as a Favorite

You can set certain views as favorites so they appear at the top of the dropdown and are easier to access.

1. Open the View dropdown.
2. Hover over the view you want to favorite.
3. Click the star icon next to its name.

Click the star again to remove it from your favorites if you no longer need quick access.

Delete a Saved View in HubSpot

Deleting a view removes that filter and column configuration from the dropdown, but does not delete any underlying records.

1. Select the view to confirm its contents.
2. Open the View dropdown.
3. Click the options or settings for that view (often represented by a More menu).
4. Choose Delete.
5. Confirm the deletion.

Only users with appropriate permissions can delete shared or global views.

Tips for Organizing HubSpot Views Effectively

To keep your CRM clean and easy to navigate, follow these best practices:

• Use clear naming — include the object, owner, and purpose, such as Sales — My Active Deals.
• Create role-based views — separate views for sales, marketing, and service teams.
• Limit global views — only make a view available to everyone if it is broadly useful.
• Review regularly — archive or delete views that are no longer needed.

Learn More About HubSpot Saved Views

For the full official documentation on saved views, including the latest interface updates, refer to the HubSpot Knowledge Base article on creating and managing saved views: Create and manage saved views.

If you need expert help designing a scalable CRM structure, setting up reports, or optimizing your HubSpot implementation, consider partnering with a specialized consultancy such as Consultevo for strategic guidance.

By using saved views thoughtfully, your teams can access the right records in seconds, keep their pipelines organized, and get more value from HubSpot every day.

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