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HubSpot Ideas

Dim1

Set default view for prospecting leads

I have edited the columns to make the leads page of prospecting relevant to our organisation. 

 

However, I am unable to save this view and share it to the rest of the organisation. 

 

Much like the ability to save views and assign them to particular groups in a contact screen, I would love the ability to do that here as well. 

 

Dim1_0-1721602775413.png

 

7 Kommentare
ChantelleS
Mitglied

Yes, I agree with this. I have created an idea as well that relates to this. 

PCarey
Mitglied

This would be very helpful to standardize our lead follow up process

Sebas_Gonzalez
HubSpot Employee

+1

KKrivokapic
Mitglied

Great feature that would help us organize our follow up activities.

LJGeorge
Mitglied

+1

jaybaum
Mitwirkender/Mitwirkende

100% needed. Onboarding reps and teams into Sales Workspace's Leads UI is always troublesome due to inconsistent views. Currently, as a Super Admin I need to login to the users account first to pre-set their views. Whereas on other index pages I can simply deploy default/admin promoted views. 

LeaHansen
Mitglied

Yes, please! We need to be able to change the default view.