CRM

ALaRue
Member

Contact & Deal Property Views not syncing across team

when we update property views for contacts and deals they are not viewable as the default view across our team & we need them to be. Any suggestions?

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Jnix284
Thought Leader | Diamond Partner
Thought Leader | Diamond Partner

Contact & Deal Property Views not syncing across team

Happy to help @ALaRue - while the default view is unique per user (what filters are applied, what columns show) you can configure shared views and super admins can determine the default views for users.

 

As part of the onboarding for your new team member, you can configure the default views for their account before you hand over access. Having a clear process document about how your team is using HubSpot will also help them to setup their views accordingly.

 


Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin
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