HubSpot Ideas

sales

Edit Standard views

Hey team - I'd love to be able to repurpose the "Standard" views in Deals, Contacts, Companies to help our users find the important and "default" views for our business.

 

I think this should be reserved for an admin/leader to set and limit the number so it doesn't get polluted. 

Examples could include:

My deals this quarter

My deals this month

My Expansion deals this quarter

My deals at risk

etc.

The team rarely uses All deals (I do as an admin as the starting place for a new view) so replacing that with a more common one would be very useful

 

Our AEs and Managers spend most of their time in the Board view and the Standard views are right at the top of the list. If I could control the 4 or 5 standard views at the top... great!