Deals - Filter

[NDooly]

Hi 

I'm using the free CRM version. I'd like to only see the active pipeline. Each time I log into the CRM to review all the deals, I have to keep setting up the advanced filters - is there anyway I can save the view with the filters?

Tks,

Neal

[NDooly]

Thanks @karstenkoehler

I got there, i dont think the instructions are entirely clear and obvious for the free CRM.

[karstenkoehler · Accepted solution]

Hi @NDooly,

Yes, you can save your applied filters as a view, see here: https://knowledge.hubspot.com/records/filter-records-and-save-views#filter-records-and-save-views

Once saved, drag and drop the new tab to the very left and it will become your default.

Best regards!