Academy Short | When You Should, and Shouldn't, Use Saved Views

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Are you struggling to choose between a Saved View and a List in your HubSpot CRM? Knowing the difference is crucial for streamlining your daily workflow and boosting team productivity!

In our latest Academy On-the-Go video, join Senior Inbound Professor Patrick Eng (@PatrickEng) as he explains the optimal use cases for each tool. You will learn:

  • When to Use a Saved View: Ideal for managing dynamic segments, quick record assignments to reps, targeted outreach, and efficient daily task management.
  • When to Use a List: Best reserved for external actions like sending marketing emails, launching ad campaigns, or filtering specific data in reports.

Stop wasting time with inefficient processes! Learn how to segment, identify, and work through your records like a pro.

Watch the full guide to master Saved Views today! HubSpot Academy