Target Accounts - Sticky Filters or Default Filters
SOLVE
First of all -- Targeted Accounts are AWESOME!! Love being able to see how many and often are we touching, defining roles of stakeholders, seeing their engagement. But there is one recurring frustration -- please give us either sticky filters OR, better yet, filters that can be configured as default for the targeted account views.
I work in an org with 4 different sales divisions. When I get to the Targeted Accounts page, it defaults to ALL target accounts in our org. I can live with setting it once and then it being sticky. But it would be much better to have a configuration for defaults. I have junior sales folks who funnel into me. So seeing all target accounts for my small team would be ideal.
I second this – if you want the product team to be notified about this, I'd recommend sharing this feedback in the HubSpot Ideas section of the community. It's monitored by the product team and posts are evaluated based on popularity. I'll happily leave an upvote, once you share the link back here.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer