How to Save a View in HubSpot

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Saving a view in HubSpot allows you to keep custom filters and layouts so you can quickly access the data you need.

1. Log in to your HubSpot account and navigate to your main dashboard.
2. Go to the CRM Section on the left side panel, and select Deals/Companies/Contacts from the dropdown menu.
3. Click the "+" button, and select Create new view from the dropdown menu.
4. Start adding the companies/contacts/deals, and click the small check to apply your changes.
5. You’re all set—your custom view is now saved for easy access.