Save View for Lead like any other object

TSansico
Mitwirkender/Mitwirkende

Everything is in the title..

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...

3 Akzeptierte Lösungen
LouiseHare
Lösung
Stratege/Strategin | Partner
Stratege/Strategin | Partner

Hi @TSansico,

 

Unfortunately, it doesn't seem that it's possible at the moment. I'd suggest that you upvote this post on 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,

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

Book a Consultation

 

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find! 

Lösung in ursprünglichem Beitrag anzeigen

karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Hi @TSansico and everyone,

 

Good news, this is now possible 🙂

 


Leads Saved Views

  • Public Beta
  • Last updated: April 16, 2025

 

What is 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

 
karstenkoehler_1-1744863348982.png

 

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

Beratungstermin mit Karsten vereinbaren

 

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

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Hi @TSansico,

 

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.

 

Learn More:

Learn more on the Knowledge Base


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.

Lösung in ursprünglichem Beitrag anzeigen

5 Antworten 5
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Hi @TSansico,

 

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.

 

Learn More:

Learn more on the Knowledge Base


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.

AKaur15
Teilnehmer/-in

Saved View Beta only allows you to apply filters to leads assigned to you, whereas it should enable you to save a view for all leads in the system.

0 Upvotes
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Hi @TSansico and everyone,

 

Good news, this is now possible 🙂

 


Leads Saved Views

  • Public Beta
  • Last updated: April 16, 2025

 

What is 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

 
karstenkoehler_1-1744863348982.png

 

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

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
PiereLaTruffe
Teilnehmer/-in

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.

0 Upvotes
LouiseHare
Lösung
Stratege/Strategin | Partner
Stratege/Strategin | Partner

Hi @TSansico,

 

Unfortunately, it doesn't seem that it's possible at the moment. I'd suggest that you upvote this post on 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,

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

Book a Consultation

 

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find!