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HubSpot Universal Guidebook
HubSpot Universal Guidebook
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Creating Custom Views
Rachel Hyland
Last edited 281 days ago by Rachel Hyland.
Creating Custom Views
Build your custom view by first selecting the information you want to see. Click on
Advanced Filters
.
2. Once filters have been selected, click
Save View
or disk icon.
3. Click
Save As New
.
4. Give your custom view a title and select sharing preference. Click
Confirm
.
💡To revisit saved views, click ‘All Views’ and filter for views created by you.
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