Each company Admin should have an option to standardize the contact and company views for example for the sales team so that everyone’s contact view looks similar. The salesperson can have the option to further customize their view but as Admin we should be able to create a view suitable for the entire sales team.
I posted a similar comment in the Community forum. I was then asked to place something in the ideas forum. My request is identical to yours, this is a copy/paste from my other post:
I’m just bumping this since its still an issue.
1st choice - The ability to set the default columns on standard views to match my company’s needs.
2nd choice - The ability to create a custom view that can be pinned to everyone’s Contacts screen.
3rd choice - The ability to create a custom view that can be EASILY found in the All Views list. For a new user the All Views list is blank, they need to eiter create their own or navigate to another owner’s views. ALSO the Owner’s list isn’t in any particular order so its difficult to find the owner with the view you want if there are 50 owners in the list.
Yes if you’re familiar with HubSpot it is easy to find or create a custom view, but put yourself in a new user’s shoes and see it from their point of view.
The request isn’t to lock anyone’s views down, its to create an easy starting point for a good experience.
Benefits:
- Good first experience with new users of HubSpot
- Reduced time training new users (especially when rolling out 50/100 new people)
- Creates a good common starting point for everyone that’s actually relevant to their needs
- Every company is different so it makes sense to add some flexibility in the default columns on standard views.