CRM

TSansico
投稿者

Save View for Lead like any other object

解決

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...

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LouiseHare
解決策
トップ投稿者 | Solutions Partner
トップ投稿者 | Solutions Partner

Save View for Lead like any other object

解決

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! 

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0 いいね!
2件の返信
PiereLaTruffe
参加者

Save View for Lead like any other object

解決

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 いいね!
LouiseHare
解決策
トップ投稿者 | Solutions Partner
トップ投稿者 | Solutions Partner

Save View for Lead like any other object

解決

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 いいね!