I couldn't find anywhere in the community or in the Hubspot documentation as to whether this has been addressed. But I did find a way to set a default in the card view of Deals.
When accessing Deals, go to the List view rather than the Board view. Add the view you want to your tabs and move it to the first position. That becomes your default view - similar to how it works in Contacts. But by doing that, it also becomes your default view when using the Board view going forward.
Not sure that was intended or a nice by-product, but it appears to be the way to handle it as of now.
Hi I just came across this post so I'm here to update the recent re-vamp on the "View" feature! It looks like we don't have a "pin" feature anymore, but with the updated version we no longer need to pin to keep it on the page. Once you add views, that view will stay until you reach the limit or close it with "x."
sep 11, 20238:51 AM - editado sep 11, 20238:52 AM
Miembro
Setting a default "VIEW" in the deals
resolver
I think this is what you are looking for: Open list view in deals, and select the list view you want as default view. Move the list all the way to the left (as shown in the picture), and switch back to card view.
Hi I just came across this post so I'm here to update the recent re-vamp on the "View" feature! It looks like we don't have a "pin" feature anymore, but with the updated version we no longer need to pin to keep it on the page. Once you add views, that view will stay until you reach the limit or close it with "x."
I couldn't find anywhere in the community or in the Hubspot documentation as to whether this has been addressed. But I did find a way to set a default in the card view of Deals.
When accessing Deals, go to the List view rather than the Board view. Add the view you want to your tabs and move it to the first position. That becomes your default view - similar to how it works in Contacts. But by doing that, it also becomes your default view when using the Board view going forward.
Not sure that was intended or a nice by-product, but it appears to be the way to handle it as of now.
Hi @SWehba, yes, that would be the HubSpot Ideas section of the community. You can check whether this suggestion exists already and if not, create a new one. The product team reviews these suggestions based on popularity.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
abr 22, 202110:12 AM - editado abr 22, 202110:13 AM
Participante
Setting a default "VIEW" in the deals
resolver
It would be very useful to be able to PIn a view in cards mode since that is how most people like to look at them. As much as I love the features of Hubspot, this another example of something that is more difficult to do than it should be. I have had several other instances where the "intuitive" option was missing and the only option to do what I want to do is buried in some other menu and I had to ask for help to figure it out. Is there a place to send comments, suggestions etc?
Seems to be an absolute no brainer of a feature to add if it's already available in the table view. There seem to be a few nonsensical limitations such as conditional logic with Hubspot
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"
I would like to do this Cards Mode. We use this Excusively in Deals, and not the Table View. Cards View is a Great Feature, but it's a pain to ALWAYS switch it off the HubSpot Default view.