How to create a contact view to organize your contacts
- HubSpot Admin |
- 18 steps |
- 2 minutes
HubSpot
Tip! Contact views are like segments. And they are most useful when they are named with the action that you want to take with that segment of contacts. For example: People to follow up with, Reach out to connect, send a breakup email, etc.
1
Click "Contacts"
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Click "Advanced filters"
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Click the "Search in contact properties" field.
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Add your desired properties to filter. In our case: Lifecycle Stage
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Click "Lifecycle stage"
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Add your filter parameters.
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Click "Add filter group" to add another filter if needed.
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Click "Close" when done.
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Your Contact View is ready for to use!
Save your new view
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Click the "clone" icon
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Add a new name to your Contact View.
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Click "Confirm"
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Your new view has been saved!
Locate your view to share or add again if deleted
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Click "Add view"
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Click the "Search" field.
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Type "Your View Name"
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Click "New SOP Saved View"
