Aug 14, 2021 3:12 AM
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:
Extra resources related to it:
What views do you consider vital for you?