Creating and saving views

[kestrada]

Welcome to our Hubspot Onboarding Community!

It is important to have all the information of your contacts, companies, deals and tickets handy. 

Not all the records are relevant for all Hubspot users. To make sure you and your users segment records in the way that they need it, you can filter the information based on your needs.

This is possible to do using the view feature.

In the next video, I review:

1. What is a view and how to create a view                    0.00                   
2. Save a view and access to the view                             1.17
3. Pin a view                                                                          2.20

Extra resources related to it:

• Create, customize and manage your saved views

What views do you consider vital for you? 

Kira

[bsheen]

Gold! Thanks for the tips, @kestrada!