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How to create a saved filter view in HubSpot
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Using filters in HubSpot helps you to see how many contacts, companies, deals, tickets, or prospects fit specific criteria quickly, without creating and waiting on lists.
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Navigate to your HubSpot account
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Navigate to "Contacts" in the menu
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Tip! You can also do this with companies, deals, tickets, or prospects.
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Select "More filters"
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Tip! You can search for any property you want to filter by in the step below. In this example, we'll search for contacts from a specific company.
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Search and click on "Associated company"
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Click "Search companies"
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Type "Uber"
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Click "Uber (uber.com)"
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Click "Apply filter"
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Click "Close"
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Click "Save view"
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Click "Save as new"
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Type in filter name, in this case, "Uber Contacts"
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Select who to share the view with, in this case, "Private"
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Click "Save"
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Click "Uber Contacts"
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Click "Pin view to keep open"
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That's all there is to it! Now, create as many custom views as you need to keep things moving with HubSpot.
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