CRM

yilinchu
Membro

Cloned a list and can't pinned it on view

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Hello, I have some problems after creating a list.

Since I cloned a list created by others and added it to my folder, I wanted to pin the list on my view to check it on a regular basis. But I found that I couldn't find my list when I clicked on "Add View", which in the "created by me" bar shows no list of mine.

Does this mean I cannot add list on my view if it is cloned ?

Thanks,

 

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Cloned a list and can't pinned it on view

resolver

Hi @yilinchu,

 

Are you referring to saved views? You should be able to clone or pin views from other users perfectly fine.

 

If you clone a view, it should appear under "Created by me". If you want to pin an existing view, it would appear in the "Created by others" column.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Cloned a list and can't pinned it on view

resolver

Hi @yilinchu,

 

Are you referring to saved views? You should be able to clone or pin views from other users perfectly fine.

 

If you clone a view, it should appear under "Created by me". If you want to pin an existing view, it would appear in the "Created by others" column.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.