HubSpot Ideas

roisinkirby

New Features for Filtering in HubSpot CRM are Now Live!

Views in HubSpot CRM are your best way to get a quick glance at a set of contacts, companies, or deals. They help you organize and prioritize your process.

 

Today, views are getting an overhaul, with a goal of making them easier to manage and navigate, cleaner to create, and more flexible to share. Here’s the quick rundown:

 

1. Views on the HubSpot CRM are now called saved filters. 

2. Saved filters are now accessed via a full-screen management area, rather than a small sidebar dropdown.

 

3. You can now pin up to five saved filters as favourties. These will display on the left-hand sidebar.

 

4. Creating a saved filter is now much more spacious. The fivew peropreties you used tehe most are now surfaced ront-and-center when creating a saved filter.

5. Saved filters can now be shared with a single team. Previously, they could only be privated or shared with all.

 

6. And finally, for the first time, saved filters are available in HubSpot Marketing, in addition to HubSpot CRM.

 

These improvements to saved filters are now live in all HubSpot Marketing and HubSpot CRM portals. 

 
For a detailed breakdown and explantion of the features above please see this Product Update blog post
HubSpot Updates
Delivered
September 06, 2017 04:00 AM

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roisinkirby
HubSpot Product Team