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
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
