Saving a view in HubSpot allows you to keep custom filters and layouts so you can quickly access the data you need.
- Log in to your HubSpot account and navigate to your main dashboard.
- Go to the CRM Section on the left side panel, and select Deals/Companies/Contacts from the dropdown menu.
- Click the "+" button, and select Create new view from the dropdown menu.
- Start adding the companies/contacts/deals, and click the small check to apply your changes.
- You’re all set—your custom view is now saved for easy access.
