Creating and Sharing Views in HubSpot: A Step-by-Step Guide

1. What is a View?

A view = an index page within an object (e.g., contacts, companies).
Each view includes:
- Columns (properties displayed).
- Saved filters (e.g., “My contacts,” “Unassigned contacts”).
Views ensure consistent display of data (same columns + filters every time).

2. Creating a New View

Click Add View → Create New View.
Choose whether to share it with everyone or keep it private.
Name the view (e.g., “Default Test View”).

3. Customizing a View

Edit columns → add, remove, or reorder properties.
Example properties for sales views:
- Contact Owner
- HubSpot Score
- Lifecycle Stage
Apply filters → e.g., only show Marketing Contacts.
Save the view once customized.

4. Sharing Views with Everyone

Go to All Views → Default Views.
Add your view to the Default Views list.
This makes the view:
- Visible to all new users.
- Visible to any users who haven’t yet customized their own views.

5. Editing Record Layouts (Contacts/Companies)

After views, you can also adjust the record layout (what appears in the sidebar when viewing a record).
This involves selecting which properties display on the left-hand side for easier access (covered further in related videos).

✅ Key Takeaway:
Use Views to standardize how data is displayed across the CRM (columns + filters), and publish Default Views so new/unconfigured users see the right setup automatically. Record layouts can also be customized separately to improve usability on individual records.