As a manager, I want an overview of all leads being worked by my team. By playing with filters I can do that, but I'd like to save a view of them like I do for contacts.. companies...
Unfortunately, it doesn't seem that it's possible at the moment. I'd suggest that you upvotethis poston the Ideas forum. This is where the HubSpot Product team go for feature/product update ideas so the more upvotes something has the better 🙂.
Thanks,
Louise Hare she/her
Freelance HubSpot Expert
If my reply helped to answer your question please mark it as a solution to make it
Leads saved views let sales reps create and access customized filtered views of their leads.
Why does it matter?
Sales reps need to quickly access different segments of their leads based on specific criteria to prioritize their outreach effectively. With saved views, reps can:
Save time by avoiding repeated filter setup
Focus on the most relevant leads at any given moment
Create personalized workflows that match their selling process
Quickly switch between different lead segments based on their priorities
How does it work?
Navigate to Sales workspace > Prospecting > Leads and go to the Saved Views dropdown in the sidebar
Select an existing view or click Create view. To create a new view:
Set your desired filters (priority, status, industry, last contact date, etc.) and click Save view
Name your view (e.g., "Hot Leads", "Healthcare Prospects")
Your saved views will appear in the sidebar for quick access.
Who gets it?
Leads is available in the Sales workspace on Sales Hub Professional and Sales Hub Enterprise.
You can find this beta under Settings > Product updates > All.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Another update here! For me, CRM → Leads still reflects the old interface. But navigating to CRM → Contacts, then clicking on the Contacts dropdown in the top left corner and changing it to Leads brings me to the new Leads index page. Along with the filtered / saved views we know and love.
Leads Are Now a Standard CRM Object
What is it?
Leads now function as a standard CRM object with the same index page capabilities as contacts and companies, including standard tables, saved views, and board views.
Why does it matter?
When we initially launched leads, it was only available through the sales workspace and wasn't a full standard object. We later added leads to the Smart CRM navigation to give admins the ability to manage leads without accessing personalized sales workspaces, but it still lacked the full functionality you'd expect from a standard CRM object. This created an inconsistent experience—leads behaved differently than other objects like contacts or companies, and lacked features such as standard saved views and board views.
How does it work?
Accessing the leads index page
Navigate to CRM > Leads to access the standard index page with full CRM table functionality. The leads table is available in both the CRM and the sales workspace (when you opt into the new version of the Workspace), giving you flexibility in where you manage your leads.
Changes to existing functionality
Converting Leads into a standard object, did cause some functionality to change:
Analyze tab: Standard objects don't include an analyze tab, so this has been removed from leads. All reports from this tab remain available at Sales > Sales Analytics > Sales > Activities & Leads. A prebuilt dashboard including these reports will be added in the coming weeks.
Custom Leads columns: The following columns have been modified:
Stage: No longer displays "for X days".
Next Activity: You can no longer schedule a task directly from this column if nothing is planned.
Company: You can no longer add a contact, view target account status, or change the associated company to the lead from this column.
Who gets it?
Leads are available on Sales Hub Professional and Enterprise.
Another update here! For me, CRM → Leads still reflects the old interface. But navigating to CRM → Contacts, then clicking on the Contacts dropdown in the top left corner and changing it to Leads brings me to the new Leads index page. Along with the filtered / saved views we know and love.
Leads Are Now a Standard CRM Object
What is it?
Leads now function as a standard CRM object with the same index page capabilities as contacts and companies, including standard tables, saved views, and board views.
Why does it matter?
When we initially launched leads, it was only available through the sales workspace and wasn't a full standard object. We later added leads to the Smart CRM navigation to give admins the ability to manage leads without accessing personalized sales workspaces, but it still lacked the full functionality you'd expect from a standard CRM object. This created an inconsistent experience—leads behaved differently than other objects like contacts or companies, and lacked features such as standard saved views and board views.
How does it work?
Accessing the leads index page
Navigate to CRM > Leads to access the standard index page with full CRM table functionality. The leads table is available in both the CRM and the sales workspace (when you opt into the new version of the Workspace), giving you flexibility in where you manage your leads.
Changes to existing functionality
Converting Leads into a standard object, did cause some functionality to change:
Analyze tab: Standard objects don't include an analyze tab, so this has been removed from leads. All reports from this tab remain available at Sales > Sales Analytics > Sales > Activities & Leads. A prebuilt dashboard including these reports will be added in the coming weeks.
Custom Leads columns: The following columns have been modified:
Stage: No longer displays "for X days".
Next Activity: You can no longer schedule a task directly from this column if nothing is planned.
Company: You can no longer add a contact, view target account status, or change the associated company to the lead from this column.
Who gets it?
Leads are available on Sales Hub Professional and Enterprise.
Leads saved views let sales reps create and access customized filtered views of their leads.
Why does it matter?
Sales reps need to quickly access different segments of their leads based on specific criteria to prioritize their outreach effectively. With saved views, reps can:
Save time by avoiding repeated filter setup
Focus on the most relevant leads at any given moment
Create personalized workflows that match their selling process
Quickly switch between different lead segments based on their priorities
How does it work?
Navigate to Sales workspace > Prospecting > Leads and go to the Saved Views dropdown in the sidebar
Select an existing view or click Create view. To create a new view:
Set your desired filters (priority, status, industry, last contact date, etc.) and click Save view
Name your view (e.g., "Hot Leads", "Healthcare Prospects")
Your saved views will appear in the sidebar for quick access.
Who gets it?
Leads is available in the Sales workspace on Sales Hub Professional and Sales Hub Enterprise.
You can find this beta under Settings > Product updates > All.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Upvoting. I add some Custom Fields for better Lead Management, but I have to configure one by one each of my Sales view whereas having a "Standard View" could have save me quite a lot of time.
Unfortunately, it doesn't seem that it's possible at the moment. I'd suggest that you upvotethis poston the Ideas forum. This is where the HubSpot Product team go for feature/product update ideas so the more upvotes something has the better 🙂.
Thanks,
Louise Hare she/her
Freelance HubSpot Expert
If my reply helped to answer your question please mark it as a solution to make it