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 edit a saved view on an object in HubSpot

Here is how to edit a saved view on an object in hubspot

First click on the CRM icon in the left sidebar
Then navigate to the object where the view you want to edit is located (e.g., Contacts, Deals, Tickets)
Next click on the view you want to edit in the top header
Once the view loads, use the filters at the top to add, remove, or modify filter criteria
To change the columns, click the "Edit columns" button at the top right
In the dialog box, adjust the columns as needed
Once done, click on the "Apply" button in the column selector
Next click on the "Save" icon in the top right to save the changes
For additional options, click on the "All views" dropdown menu
Hover over the view you want to edit and click the "More" dropdown menu
From the dropdown menu, you can manage sharing settings and rename the view as needed

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Why should you edit a saved view on an object in HubSpot

HubSpot is a versatile platform designed to enhance your business operations and customer relationship management.

Editing a saved view on an object in HubSpot empowers you to customize your data display to match your current needs, ensuring that the most relevant information is always at your fingertips.

This feature allows for seamless adaptation, making it easier for teams to prioritize tasks and streamline workflows. By tailoring your views, you can improve efficiency and keep focus on what matters most to your business strategy.

Last update

February 6, 2026

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