Setting a default "VIEW" in the deals

SOLVE
jimhaughton
Participant

I have a deal view for "deals with no next step", can I make this the default view. 

0 Upvotes
1 Accepted solution

Accepted Solutions
natsumimori
Solution
Community Manager

Ah got it, thank you for the clarification @jimhaughton !

From what I checked, it seems we aren't able to set a default view. However, we can "pin" a view in the table (Not in the board).

Deals.png

 

This isn't exactly what you wanted to do, but I hope it helps you a bit!

View solution in original post

3 Replies 3
natsumimori
Community Manager

Hi @jimhaughton ,

 

Would you mind sharing a bit more details such as:

  1. Exactly which page are you referring to? (Please attach a screenshot)
  2. What is the current behaviour?
  3. What is your wishing behaviour? (What do you mean by saying "make this the default view"?)

Thanks!

jimhaughton
Participant

In the Deals page, can you make a specific view a default? in my case I want "open deals with no next step" to be the view when i log into Hubspot and select "Sales > Deals" 

 

Does this help?

 

Hubspot Deals View

0 Upvotes
natsumimori
Solution
Community Manager

Ah got it, thank you for the clarification @jimhaughton !

From what I checked, it seems we aren't able to set a default view. However, we can "pin" a view in the table (Not in the board).

Deals.png

 

This isn't exactly what you wanted to do, but I hope it helps you a bit!

View solution in original post