Saved columns when sharing lists

[KFisher2]

I'd like to share a saved (active) list with my team, however, whenever they access the list in Hubspot by search or using my link, the columns that I selected are no longer there. This makes sharing lists extremely difficult since often the relevant information is now missing.

It would be great to have columns that save for each list so I can show my team the properties of interest, rather than having columns save differently in each browser.

[franksteiner79]

Hi @KFisher2 

Can I ask a few questions:

1. What type of lists are you building - contact, company, or deal?
2. What sort of criteria you are using in the list filters - filters from the same object, so contact filters in a contact list, or you filtering based on associated objects?
3. What is yur team doing with these list?

The reason I am asking this, because it sounds to me that using views might be the better option for you.

• views can be shared with specific teams or anyone
• views maintain whatever columns you add for ever other viewer
• views can be filtered by the viewer, e.g. an "all hot leads" view can be filtered by contact owner
• views can "worked", meaning I can change properties such as lead status directly in the view.

Let me know if that sounds like a more fitting option for you.

Frank

[KFisher2]

Hi @franksteiner79 thank you for your response. 

In the most recent instance this occured with a company list however I have had this problem frequently with list sharing. Our team uses lists quite frequently so this comes up a lot. I would say most often this is with filters of the same obejct but there have been use cases for associated objects, for example using a deal list based on current customers. 

Also we like to share lists that have been created from workflows. For example if a workflow creates a static list, we often will have follow-up tasks with which we need to share the list. 

Views does help quite a lot, however sometimes if we need to enroll a list of contacts/companies/deals in a workflow as well, using lists is more suited. 

Thank you! 

[Jonte-Marshall]

Upvoting. 

Adding the list to a view is just one more step that becomes a hassle. It would be great to have the option to share the columns as you have set them up. 

[NicolasDC]

Upvoted. How is this not an option to begin with?

[SMohan3]

Upvoted! This needs to be an option under lists. 
Using 'Views' is not the best option because
- it is an added step

- sometimes these lists are one offs needed only for a limited time, if it's added to a 'view', deleting that list becomes a hassle because then the view needs to be deleted first to be able to delete the list. Most times the list never ends up getting deleted because of that additional step and we end up reaching out list threshold. This is not a great experience as a lot of the clean up work then falls on the admin. 

[amsteiner]

+1 - agreed with all above. Views is not sustainable because they are limited, and designed to be a source of truth of sorts. Lists are often used on a one-off basis, and our CRM instance is highly customized; I want to be able to customize the columns for each list I share with the team. Perhaps users can set their own preferred columns and the user can toggle between personal columns and the columns set on the list-specific level. 

[Melly2022]

Lists make much more sense than views, IMO. Views are handy for quick reference, but often, the same filters are not available in all cases. Lists are more globally used to share groups of contacts that meet specific criteria that need to be accessed regularly. Working with an agency for clients who are not as familiar with HubSpot, it would be ideal to create lists and set them for the client with all the relevant information they need. Rather than instruct them how to add columns and which columns to add per list. 

[LChausse2]

This would be very nice to have! The workaround now is to create the list as I'd like, then create a view filtering to show the members of the list with the columns I want to be shareable with my team with the correct info. Adding the option to save the columns for my entire team for a particular list would eliminate the need to createa view.

[RicBow]

I agree! I host events for my organisation and would like to make customized columns for looking at the participants available for my colleagues. Right now I have either created a separate list on Excel or asked them to make their own versions of the columns. Most of them are not tech savvy, so it would be nice for them to just have all the information in one place. 

[NNikolas5]

Can't believe this isn't possible?? We do not need more views, we just need to be able to share one-off lists.

[rebeccatravels]

I agree with this! I don't want to create a view for a list I'm creating short-term to understand an audience or brainstorm a fix for an issue. A view is something I use when I want to monitor a specific view over time. Nearly EVERY time I create a list I am having to use Loom to share what I see in the columns because I can't share the saved columns with relevant info on the list, and this happens nearly daily. 

[EmmaClark]

This happens a lot for me too - echoing the comments above around list sharing with other users who are looking for insights into segments of data. It defeats the point if they can't see the columns that it was originally set up with, and I don't want to duplicate effort by setting up a view for that list. 

Additionally I have lists set up for me to use day to day with the processes that I own, but as one of two admins when they cover me on holiday they are not able to see the list with the columns as intended and this can cause confusion and time wasted trying to add the relevant columns.

[ETwibell]

Completely agree! My team uses lists / segments frequently for pulling data on deals, contacts, and companies. I don't like using various views as this gets complicated to share and the data gets stagnant. I am frequently pulling segments to share to my leadership team - asking them to set the column view is an extra step that they shouldn't have to take to get insightful data.