Is there a way to share Custom Filtered Contact View’s in Hubspot with other users?
Hey @CjCj you’ll need to save your view first, then ensure the user has permissions to view others views and contacts. Then they can view the saved view within their contacts tool.
Hi @CjCj,
Yes, each filtered view has its own URL. You can copy it from the address bar in your browser and send it to other users.
When they open the link, the view will open as a tab on their contact index page (Menu > Contacts > Contacts). If they drag and drop the tab to the very left, it will become their default.
If you specified the sharing of the view correctly, users will also find it by following these instructions: View and filter records
(I find sharing the URL easier.)
Best regards!
Worked great Thanks!
Awesome, will try out! Thanks