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When viewing my contacts, they default to "Contact Owner". However, when I send an email the new contacts are not listed on this default. I continuously have to click the "x" to see all my contacts.
What is my solution here? Is there any way to change ownership of all my contacts simultaneously so I don't have to keep doing this?
You should by default have an "All contacts" tab on the contact index page:
Simply drag and drop this tab to the left so it's on the first position. When refreshing the page, HubSpot will default to the tab in the first position.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
You should by default have an "All contacts" tab on the contact index page:
Simply drag and drop this tab to the left so it's on the first position. When refreshing the page, HubSpot will default to the tab in the first position.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
@edmundk33 The unassigned contacts view is a native view in the CRM. The filter that is on the view only has an X on the Unassigned field at the bottom the drop down menu. If you would like to see only your contacts, you could use one of the other native views 'My contacts' which is discoverable under 'All views'
I understand that, but everytime I refresh the page it defaults to Contact Owner & it automatically applies the filter.... How do I eliminate that, where it defaults to my contacts. I even edit the Filter but it always defaults to that... Super frustrating that every time I switch between tasks and contacts I have to either click the "X" or edit the filter.