CRM

audreydess
Participant

Set default columns in prospecting leads

SOLVE

How to set default columns in the tab "leads" in the prospecting workspace ?

Capture d’écran 2024-05-10 à 12.21.55.png

0 Upvotes
1 Accepted solution
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Set default columns in prospecting leads

SOLVE

Hey @audreydess,

 

By accessing the 'Edit Columns' option, you can seamlessly incorporate properties into the default view. Simply navigate to the 'Edit Columns' feature and search for the desired property to add it to a column.

screenshot-app.hubspot.com-2024.05.16-11_10_15.png 

 

Best Regards, 

 

If you found my comment helpful, please consider marking it as a solution to benefit other members of the community.

Digital Marketing & Inbound Expert In Growth Hacking Technology

View solution in original post

0 Upvotes
6 Replies 6
JoshuaW
Contributor

Set default columns in prospecting leads

SOLVE

Does not look like anyone has provided a solution for this yet. How can a super admin set default lead columns in the sales workspace for each lead pipeline or team? I'm trying to get 25+ sales reps to update it themselves to 15 needed columns and it has been difficult to get them to do it even though they can't see what they need until they do 😑.

lnorden
Contributor

Set default columns in prospecting leads

SOLVE

I love how two different people gave the same response and neither one answered your question. 🙄

 

I would like to know how to do this as well. I want my Sales team to start using the Leads tab in the Sales workspace, but I need to set a Default View for the columns for the entire team, not just for my own view. 

 

lnorden_1-1733851747360.png

 

audreydess
Participant

Set default columns in prospecting leads

SOLVE

Thanks @himanshurauthan but it doesn't apply to all users ?

himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Set default columns in prospecting leads

SOLVE

Hey @audreydess,

 

By accessing the 'Edit Columns' option, you can seamlessly incorporate properties into the default view. Simply navigate to the 'Edit Columns' feature and search for the desired property to add it to a column.

screenshot-app.hubspot.com-2024.05.16-11_10_15.png 

 

Best Regards, 

 

If you found my comment helpful, please consider marking it as a solution to benefit other members of the community.

Digital Marketing & Inbound Expert In Growth Hacking Technology
0 Upvotes
audreydess
Participant

Set default columns in prospecting leads

SOLVE

Thanks Pam !
I would like to set default columns or somehow a way to apply my columns selection to all users in Hubspot 🙂

PamCotton
Community Manager
Community Manager

Set default columns in prospecting leads

SOLVE

Hey @audreydess, thank you for posting in our Community!

 

You can click on the Leads tab to access the list of your leads. Click on the Actions dropdown menu and select Edit columns.

In the Edit Columns settings, you can choose which columns you want to display by checking the boxes next to them.

 

For more information, you can refer to the HubSpot guide on managing leads in the prospecting workspace

 

To our top experts, @TomM2 and @Jnix284 do you have any recommendations for @audreydess?

 

Thank you,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




0 Upvotes