Hi, colleagues,
We noticed that once using ex. Prospecting tab/ Sales workspace and Account Executives - edit the dashboard, adding new columns and setting up the view they want - the next day, it is reset, and they need to adjust and create a view again.
Why does it work like this when there is no option to prebuilt it and save it to always have the same view?
Thanks.
Hi @ISmolin !
Just to clarify — are you referring to views within objects (like Contacts or Deals), or are you talking about reports?
If you’re referring to reports, do you mean a table-style report specifically?
It would be super helpful if you could share a screenshot of the steps you’ve taken so far — that way, I can take a closer look and better understand what’s happening.
Thanks!
Goirkekanaaldijk 14
5046 AT Tilburg
HI @CarolinaDeMares, sorry for being not clear - we are talking about leads - view - Sales workspace.
Hi @ISmolin ,
With HubSpot’s recent updates (Lead Saved Views), you can now create and save custom views tailored to your sales team’s specific needs. Once saved, these views will appear in the sidebar for easy access, eliminating the need to recreate them each day.Join the beta to take full advantage of this great new feature.
