HubSpot Ideas

KPruett

Pin views in deal board view

Currently, only views can be pinned if viewing deals as a list. It would be great if the views could carry over when deals are displayed as a board.

HubSpot Updates
Delivered
May 23, 2024 05:50 PM

Hi there! This is currently possible - you can add a view of your pipeline board based on your filter criteria. That will save as a tab--see screenshot.

Here's a Knowledge Base article with more details--check out the section on "Views."

 

Screenshot 2024-05-23 at 5.49.04 PM.png

5 Replies
BFineganReyno
Member

Definately! I only want to see my deals without having to filter

CJPospisil
Participant

This is a great idea! + + + 

hannahflat
Contributor

Yes this is a great idea! It's useful being able to pin in the list view, but we use the board view as it's much easier to get a clear view of where everything is at with the board. Would be great to be able to pin a few key views, rather than the team having to use the dropdown options

BCampbell
Participant

Yes!!!!

JeannieN
HubSpot Product Team

Hi there! This is currently possible - you can add a view of your pipeline board based on your filter criteria. That will save as a tab--see screenshot.

Here's a Knowledge Base article with more details--check out the section on "Views."

 

Screenshot 2024-05-23 at 5.49.04 PM.png