CRM

TSansico
Contributor

Save View for Lead like any other object

SOLVE

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...

1 Accepted solution
LouiseHare
Solution
Top Contributor | Partner
Top Contributor | Partner

Save View for Lead like any other object

SOLVE

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! 

View solution in original post

0 Upvotes
2 Replies 2
PiereLaTruffe
Participant

Save View for Lead like any other object

SOLVE

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
Solution
Top Contributor | Partner
Top Contributor | Partner

Save View for Lead like any other object

SOLVE

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! 

0 Upvotes