HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to create a view on an object in HubSpot

Here is how to create a view on an object in hubspot

First click on the CRM icon in the left sidebar menu
Then navigate to the object you want to create a view for (e.g., Contacts, Deals or Tickets, etc)
Next click on the "Add view" button in the top right corner
Click on "Create new view" in the dropdown menu
In the dialog box, enter a name for the view in the "name" field
In the sharing options, select a visibility setting
Finally, click the "Confirm" button to create the view
In the object list toolbar, use the filters to define which records appear in your view
Finally click on the "Save" button in the top right corner to save the view

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Why should you create a view on an object in HubSpot

HubSpot is a versatile platform designed to enhance marketing, sales, and service efficiency.

Creating a view on an object in HubSpot lets users customize how they see specific data, allowing tailored insights for any task.

This feature streamlines data management, helping you focus on what truly matters by sorting and segmenting information into relevant, digestible views.

By using customized views, teams can boost productivity and foster informed decision-making, ensuring that the most pertinent data is always at their fingertips.

Last update

February 6, 2026

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