Understanding HubSpot Standard Views: Your Secret Weapon for Organized Data

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Quick tip to really master your HubSpot data and save a ton of time? Get friendly with HubSpot standard views. Seriously, these pre-built filters are like having a personal assistant for your CRM, instantly showing you exactly what you need to see. For anyone who’s ever felt swamped by a sea of contacts, companies, or deals, learning to use views effectively isn’t just a nice-to-have. it’s absolutely essential for efficient data management, boosting productivity, and making sure your whole team is on the same page. Think of them as your daily shortcuts to insights, helping you streamline your workflow and avoid getting lost in the details.

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Table of Contents

What Exactly Are Standard Views in HubSpot?

So, what are we even talking about when we say “standard views”? In simple terms, HubSpot views are saved filters that let you look at specific groups of records within your CRM. Imagine your HubSpot portal is a giant filing cabinet. Instead of rummaging through every single file to find what you need, views give you neatly labeled folders, each containing only the relevant documents. These aren’t just one-off filters. they’re criteria you’ve set and saved, so you can revisit that exact same filtered list of contacts, companies, deals, or tickets whenever you want.

HubSpot comes with a bunch of these “standard” views right out of the box, hence the name. These are the default ones that HubSpot figures most people will find useful, covering common scenarios and needs. They’re designed to give you a quick, organized snapshot of your data without you having to build anything from scratch. It’s about more than just applying a filter. it’s about having a consistent, ready-to-go dataset at your fingertips.

Why They’re Not Just “Filters”

You might be thinking, “Can’t I just apply a filter every time?” Sure, you could. But the beauty of a saved view, especially a standard one, is in its permanence and shareability.

  • Consistency: Everyone on your team sees the same filtered data if they access the same view. No more debates about whose “active leads” list is the most up-to-date.
  • Quick Access: Instead of recreating filters daily, you click a tab or select from a dropdown, and boom, your data is there.
  • Efficiency: It saves precious minutes, and those minutes add up fast when you’re working with your CRM all day. Studies consistently show that well-organized data leads to significant time savings for sales and marketing teams.

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Why Bother with Standard Views? The Unsung Heroes of Your CRM

Look, your CRM is supposed to make your life easier, not harder. But sometimes, when you’re staring at thousands of records, it can feel a bit overwhelming. That’s where standard views come in – they’re the unsung heroes that simplify your daily grind in HubSpot. Unlock the Power of Video Marketing with HubSpot

Efficiency Boost: Less Searching, More Doing

Imagine a sales rep kicking off their day. Instead of sifting through every single contact to find out who needs a follow-up, they can just click a “My Uncontacted Leads” view. Instantly, they have a focused list of tasks. This kind of immediate access to segmented data cuts down on administrative work and frees up more time for actual selling, marketing, or supporting customers. Research by Salesforce, for instance, often highlights that sales reps spend a significant portion of their time on administrative tasks rather than selling, and tools like efficient CRM views are designed to combat that.

Data Clarity: See Only What’s Relevant

Let’s be real: not all data is equally important all the time. Standard views help you cut through the noise. If you’re running a marketing campaign, you want to see your “Marketing Contacts” – not every single person in your database who might be an old, inactive lead. This clarity helps you make better, faster decisions because you’re working with a focused and relevant dataset. It’s like decluttering your digital workspace, ensuring you only see the information pertinent to your current objective.

Team Alignment: Everyone Sees the Same Core Data Sets

This is huge, especially for growing teams. When you’re all using the same standard views, you’re all talking about the same segment of customers or deals. This fosters better communication and alignment across sales, marketing, and service departments. If everyone refers to “New Deals This Month,” there’s no confusion about what that means or who’s included. This kind of shared understanding can significantly improve team collaboration and consistency.

Foundation for Customization: A Great Starting Point

While standard views are super handy, sometimes you need something a bit more tailored. The beauty is that these standard views often serve as a fantastic jumping-off point for creating your own custom views. You can take a standard view, add a few extra filters specific to your project, maybe tweak the columns you see, and save it as your own custom view. It’s like taking a perfectly good blueprint and adding your personal touches.

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Where to Find Your Standard Views: A Quick Tour

Alright, let’s get practical. Finding your standard views in HubSpot is pretty straightforward once you know where to look. They live within each “object” section of your CRM.

Here’s how you generally get there:

  1. Log in to your HubSpot account.
  2. Navigate to the main CRM sections in the top navigation bar. You’ll typically find:
    • CRM > Contacts
    • CRM > Companies
    • CRM > Deals
    • CRM > Tickets

Once you’re on any of these object index pages, you’ll see a table or sometimes a board view, especially for deals and tickets showing all your records. Look for a dropdown menu, usually labeled “All views” or a “+ Add view” button near the top left, often beside existing tabs. Clicking this will reveal a list of all available views, including the ones created by HubSpot the standard views, any custom views you’ve made, and views shared by others on your team.

For deals and tickets, if you’re in the “board” view, you might need to switch to the “table” format first to see all your view options clearly, or look for the view selector at the top left in both formats.

Diving Deeper: Essential Standard Views for Every Object

Let’s take a closer look at some of the most helpful standard views you’ll encounter for different CRM objects. These are the ones HubSpot gives you to get started, and they’re incredibly powerful for day-to-day operations. Vimeo HubSpot Integration: Your Ultimate Guide to Smarter Video Marketing

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Contacts: Getting to Know Your Audience

The Contacts section is often the heart of your CRM. HubSpot offers several fantastic standard views here to help you manage your people effectively.

All Contacts: The Big Picture

This is your master list. It shows every single contact record in your HubSpot portal, without any filters applied. It’s useful when you need a comprehensive overview or are performing bulk actions that apply to everyone. Just remember, it can be a lot of data!

My Contacts: Your People-Powered Insights

This is a personal favorite for many sales and service reps. The “My Contacts” view automatically filters the entire contact database to show you only the contacts assigned to you as the contact owner. It’s a great way to focus on your direct responsibilities without being distracted by other team members’ leads. It helps you keep track of your assigned workload and prioritize follow-ups effectively.

New Contacts This Week/Month: Great for Follow-Up

These views are gold for lead generation and initial outreach. They automatically segment contacts based on their “Create date” property, showing you who has recently entered your CRM. This makes it super easy to jump in and connect with new leads while they’re still fresh and engaged. For marketing teams, it’s a quick way to gauge recent lead acquisition performance, and for sales, it’s a ready-made list for immediate outreach. What “Voice” Really Means for Your Business (And Why It’s Crucial!)

Marketing Contacts: Crucial for Billing and Segmentation

This view is incredibly important, especially if you’re using HubSpot’s Marketing Hub. Marketing contacts are essentially the contacts you actively plan to engage with using HubSpot’s marketing tools, like email campaigns, ads, or workflows. The key thing to remember is that these are the contacts that impact your HubSpot subscription cost.

HubSpot introduced this concept to give businesses more control over their billing. You only pay for the contacts you’re actually marketing to, not every single person in your database. This is a must for budget management. HubSpot will even send you notifications as you approach your marketing contact tier limits, so you don’t get hit with unexpected upgrades. You can monitor these limits in your Account & Billing page.

Non-Marketing Contacts: Why Keep Them?

So, if you only pay for marketing contacts, why keep non-marketing contacts in your CRM? Simple: historical data. These could be past customers, old leads you’re no longer actively pursuing, or even contacts you’re simply storing for record-keeping. They don’t count towards your billing tier, but you still retain all their valuable historical data and activity logs. This means if they become active again, or if you need to revisit their history, that information is right there, ready to be leveraged. You can toggle contacts between marketing and non-marketing status, though HubSpot usually allows this only once per day for a contact to prevent gaming the system.

Engaged Contacts / Unengaged Contacts: For Targeted Efforts

While not always a default “standard” view in every portal, HubSpot often provides or makes it easy to create views like “Engaged Contacts” or “Unengaged Contacts.” These are vital for understanding the health of your database.

  • Engaged Contacts might show those who recently opened emails, visited your website, or interacted with your content.
  • Unengaged Contacts are those who haven’t shown any activity in a while. This view is fantastic for re-engagement campaigns or for identifying contacts that might need to be moved to non-marketing status to save costs.

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Companies: Understanding Your Business Landscape

Just like contacts, companies benefit from standardized views, giving you quick insights into your business accounts.

All Companies: Full Roster

This view lists every company record in your CRM. It’s your complete directory of businesses you interact with, useful for broad analysis or when you need to find a specific company regardless of its status.

My Companies: For Account Managers

Similar to “My Contacts,” this view filters companies to show only those where you are the company owner. Account managers, sales executives, and anyone responsible for specific accounts will find this invaluable for managing their portfolio and preparing for meetings or outreach.

Companies with Open Deals: Sales Focus

This view is a sales team’s best friend. It immediately highlights companies that currently have active deals in your pipeline. This helps sales reps prioritize their efforts and quickly identify where potential revenue lies. It’s a snapshot of current sales opportunities tied directly to specific businesses.

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Deals: Keeping Your Sales Pipeline Flowing

Deals are where the revenue magic happens, and HubSpot’s standard views help you keep a close eye on your pipeline.

All Deals: Oversight

This shows every single deal in your HubSpot, regardless of stage or owner. It’s excellent for sales managers who need a bird’s-eye view of the entire pipeline, identifying potential bottlenecks or areas of strength.

My Deals: Sales Rep’s Daily View

For individual sales reps, “My Deals” is a daily essential. It filters deals to display only those assigned to them, allowing them to focus on their active opportunities, track progress, and plan their next steps efficiently. This personalized view ensures reps can manage their individual quotas and responsibilities.

Deals Closing This Month/Quarter: Urgency and Forecasting

These views are critical for sales forecasting and end-of-period pushes. They highlight deals projected to close within specific timeframes, helping sales teams prioritize high-impact activities and managers to better predict revenue. This proactive approach helps ensure you don’t miss out on timely conversions.

Lost Deals/Won Deals: Analysis for Improvement

While not always immediately visible as a default tab, these are common standard views you can easily access or create using HubSpot’s pre-defined deal stages. Analyzing “Lost Deals” can help your team understand common objections or areas for improvement in the sales process. “Won Deals” are great for celebrating successes, understanding winning strategies, and identifying common characteristics of your ideal customers. Unlocking HubSpot’s Full Potential: A Human-Friendly Guide to Permissions

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Tickets: Mastering Customer Service

For customer support teams, ticket views are crucial for managing inquiries and ensuring timely resolutions.

All Tickets: Support Team’s Dashboard

This view gives your entire support team an overview of every customer service ticket. It’s useful for identifying overall volume, spotting trends, or reassigning tickets if a team member is unavailable.

My Tickets: Agent’s Workload

This filters tickets to show only those assigned to a specific agent. It allows support reps to quickly see their current workload, prioritize urgent issues, and manage their individual queues effectively. This prevents tickets from falling through the cracks and helps maintain accountability.

New Tickets: First Response Queue

The “New Tickets” view highlights incoming inquiries that haven’t yet been assigned or responded to. This is vital for maintaining quick response times, a key metric for customer satisfaction. Support teams can use this as a direct queue for urgent action. Mastering HubSpot User Permissions: Your Ultimate Guide

Open Tickets / Closed Tickets: Performance Monitoring

These views offer a clear picture of active cases versus resolved ones. “Open Tickets” helps managers track outstanding issues and team workload, while “Closed Tickets” provides data for analyzing resolution times, common problems, and overall service efficiency. Metrics derived from these views can be instrumental in improving customer experience.

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Beyond Core CRM Objects: Other Standard Views

HubSpot’s standard views aren’t just limited to contacts, companies, deals, and tickets. Many other objects and tools within HubSpot also come with their own useful default views. For instance:

  • Tasks: You’ll find views like “My Tasks” or “Overdue Tasks” to help you manage your personal to-do list.
  • Calls: Views to see all logged calls or calls by a specific owner.
  • Conversations Inbox: This area has its own set of standard views, like “Unassigned,” “Assigned to me,” “All open,” “Chat,” “Email,” and “All closed,” which are essential for managing customer communications effectively.

These views, regardless of the object, all share the same goal: to give you immediate, organized access to the data you need most often, without any fuss.

Supercharging Your Workflow: Customizing and Managing Views

While HubSpot’s standard views are fantastic, sometimes you need to go a step further. This is where understanding the relationship between standard and custom views, and how to manage them, really empowers you. Understanding HubSpot: Your All-in-One Guide to Business Growth

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Standard vs. Custom Views: What’s the Difference?

You might hear “views” and “lists” used interchangeably, but in HubSpot, they have distinct purposes, and it’s a common point of confusion for new users.

  • Views Standard and Custom: These are essentially saved filters that you apply directly to an object’s index page like your Contacts table or Deals board. They change what you see on that particular page. Views are great for quick, visual segmentation and daily operational tasks like prioritizing follow-ups or checking sales pipeline stages. The data is displayed right there in a spreadsheet-like format, and you can interact with individual records. Views cannot filter based on cross-object properties e.g., filtering contacts based on an associated deal’s value directly within a contact view is not possible with just views.
  • Lists: These are more powerful segmentation tools, specifically for contacts or companies. Lists are dynamic or static groups of records that you can use across other HubSpot tools, such as sending marketing emails, enrolling contacts in workflows, or building reports. They can use much more complex criteria, including cross-object properties e.g., create a list of contacts who have a deal in a specific stage.

When to stick with standard views:

  • You need a quick, filtered glance at data within a single object type e.g., all open tickets, your contacts.
  • You’re primarily viewing and interacting with individual records directly on the object’s index page.
  • The pre-built options meet your needs.

When to go custom or use lists to power views:

  • You need to combine multiple, specific criteria that aren’t covered by standard views.
  • You need to filter based on properties from associated objects this is where you’d often create a list first, then use that list as a filter for your custom view.
  • You want to create a highly specific, repeatable segmented view for your team.

For example, a standard “Marketing Contacts” view is great for a quick check. But if you want to see “Marketing Contacts in London who haven’t opened an email in 30 days and have an associated deal over $10,000,” you’d definitely be looking at a custom view, potentially powered by a very specific list. Unlocking HubSpot: Your Go-To Guide to Udemy Courses and Beyond

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Making Views Work for You: Pinning and Default Settings

HubSpot gives you great control over how your views appear, so you can tailor your CRM experience.

How to Pin a View for Quick Access

If there’s a view you use constantly, like “My Uncontacted Contacts” or “Deals Closing This Month,” you’ll want to pin it. Pinning a view makes it appear as a dedicated tab at the top of your object’s index page, so it’s always just one click away.

Here’s how you usually do it:

  1. Navigate to your desired object e.g., Contacts.
  2. Open the view you want to pin select it from “All views” or “+ Add view”.
  3. Once the view is open, click on its tab.
  4. From the dropdown that appears, select “Pin view to keep open”.

The view will now stay as a tab, even if you navigate away and come back. You can also reorder these pinned tabs by simply clicking and dragging them. Using HubSpot for Event Registration: Your Ultimate Guide

Setting a Default View for Your User Profile

Want a specific view to open automatically every time you go to Contacts or Deals? You can set that up! The view you place in the leftmost position among your pinned tabs becomes your personal default view. So, if you always want to see “My Deals” first, drag that tab all the way to the left. This applies only to your user profile, giving you a personalized CRM experience.

Admin-Level Default Views for New Users

If you’re a HubSpot admin, you have even more power. You can set account-wide default views for new users or for those who haven’t customized their own tabs yet. This ensures everyone starts with a consistent, helpful layout. You’ll typically find this in Settings > Objects > > Index Customization. Here, you can choose which standard and custom views appear as default tabs and in what order for new users.

Customizing Columns in a View

Beyond filtering, you can also decide which columns of information you see in your table view. For example, in your “My Contacts” view, you might want to see “Last Activity Date” and “Lifecycle Stage” prominently, but maybe not “Original Source Drill-Down.”

To customize columns:

  1. Open the desired view.
  2. Look for a “Table Actions” dropdown or “Edit columns” option, often in the upper right or as part of the view’s settings.
  3. You can then add, remove, and reorder the properties columns that appear in that specific view. Remember to save your changes to that view! This helps you focus on the most important data points for that particular segment of records.

When Things Go Sideways: Troubleshooting HubSpot Standard Views Not Showing

Sometimes, you expect a view to appear, or records to show up, but they don’t. It’s a common frustration, but usually, it’s an easy fix. Let’s walk through some common reasons why your HubSpot standard views might not be showing or behaving as expected. How to Export Tasks and Other Crucial Data from HubSpot (and Why You Should!)

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Permissions Check: A Common Culprit

This is often the first thing to look at. HubSpot’s security model means different users have different levels of access.

  • User Permissions: Do you have the necessary permissions to view those records or access certain object types? For instance, some views might be shared only with specific teams, or you might not have permission to see certain properties that the view is filtering by. If you’re a Super Admin, you have broader control over view management and access.
  • View Visibility: If it’s a custom view, has it been set to “Private,” “My Team,” or “Everyone”? If it’s private, only the creator can see it. Standard views are generally visible to everyone, but custom ones might be restricted.

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Filter Frenzy: Have You Accidentally Applied Extra Filters?

It’s easy to accidentally apply a temporary filter on top of a saved view, which then makes your results look different, or even empty.

  • Clear All Filters: Look for a “Clear all filters” option or a “Reset” button within the view. This will remove any temporary filters you’ve added and bring the view back to its original saved state.
  • Review View Filters: Double-check the filters defined within the view itself. Sometimes, a filter might be set incorrectly e.g., “Deal Stage is Closed Lost” when you’re expecting open deals, leading to no results.

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Object Type Mismatch: Are You Looking in the Right Place?

This sounds obvious, but sometimes we forget! Are you looking for a contact view in the “Companies” section, or a deal view in “Tickets”? Each object Contacts, Companies, Deals, Tickets, Conversations, etc. has its own set of views, and they don’t cross over directly. Make sure you’re navigating to the correct main object page in your CRM.

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Data Input Issues: Why isn’t that page view showing on the contact record?

This is a specific, yet common, issue. If you’re looking at a contact record and not seeing recent page views, it’s usually because of how HubSpot tracks activity.

  • Identified vs. Anonymous: HubSpot tracks anonymous page views, but to link them to a specific contact record, that contact needs to be “identified.” This typically happens when they accept cookies and then either submit a form on your site or click through a marketing email sent from HubSpot.
  • Testing Protocol: If you’re testing by simply visiting a page yourself without having filled out a form or clicked an email as that contact, it’s expected that the page view won’t show on your contact record. The system needs to make a connection.
  • Formatting Issues: Less about views not showing, but if data within records looks off, it can affect how filters work. HubSpot has tools to help rectify formatting issues, which can impact filtering accuracy.

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Browser or Cache Problems: Simple Fixes

Sometimes, the simplest solutions are the best. Mastering HubSpot Tracking in React: A Comprehensive Guide

  • Clear Browser Cache: Old cached data can sometimes interfere with how HubSpot loads. A quick browser cache clear can resolve many display issues.
  • Try a Different Browser: If clearing the cache doesn’t work, try accessing HubSpot in a different browser to see if it’s a browser-specific issue.
  • Check Browser Extensions: Certain browser extensions can sometimes interfere with web applications. Try disabling them temporarily.

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HubSpot Status Page: Is HubSpot Having Issues?

While rare, HubSpot itself can sometimes experience service interruptions. If you’ve tried everything else, check the official HubSpot Status Page status.hubspot.com to see if there are any ongoing incidents that might be affecting your portal.

If you’ve gone through these steps and your standard views or the data within them are still not showing up correctly, it’s probably time to reach out to HubSpot Support. They can look directly into your portal and diagnose more complex issues.

A Glimpse Behind the Scenes: HubSpot Standard Views and the API

For most HubSpot users, interacting with standard views through the user interface is perfectly sufficient. But for those with a more technical inclination, or businesses with complex integration needs, it’s worth knowing that HubSpot’s capabilities extend to an API Application Programming Interface.

What is an API? Think of it as a bridge. The HubSpot API is a set of rules and tools that allows different software applications to talk to each other and exchange data seamlessly. It’s how external systems or custom applications can programmatically interact with HubSpot’s features and data. HubSpot’s API follows RESTful standards and uses common HTTP methods like GET, POST, PUT, and DELETE for various operations. Level Up Your HubSpot Game: Master Templates and Snippets for Ultimate Productivity!

How Views Relate to the API

While you don’t typically interact with standard views directly through the API to simply view them that’s what the UI is for!, the underlying data that populates these views is accessible via the API.

  • Programmatic Access to Filtered Data: Developers can use the API to pull specific subsets of data from HubSpot – essentially, programmatically applying filters similar to what a view does in the UI. This means if you have a custom application or a data warehouse, you can retrieve contacts that match “Marketing Contacts” criteria, or deals that are “Closing This Month”.
  • Standard and Custom Objects: The API provides access to data from all CRM objects, including contacts, companies, deals, tickets, and even custom objects you might have created. This means your integrated tools can recognize and work with the same data structures that populate your standard views.

Why It Matters Even If You Don’t Code

Even if you’re not a developer, understanding the existence of the API helps you grasp the extensibility of HubSpot.

  • Automation: The API is fundamental for automating tasks and processes, allowing data to flow between HubSpot and other business systems like an ERP, accounting software, or a custom analytics dashboard.
  • Advanced Reporting: For deeply customized analytics beyond HubSpot’s native reporting, data can be extracted via the API and fed into external business intelligence tools.
  • Custom Integrations: If your business uses a unique, industry-specific tool, a custom integration built with the HubSpot API might be the only way to get that data to sync with your CRM.

In essence, the API is the technical backbone that allows HubSpot to be a flexible, central hub for your business data. It ensures that the organized data you see in your standard views isn’t locked away, but can be leveraged in countless ways to support your operations and strategy.

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Maximizing Your HubSpot Experience with Views

Now that you’ve got the lowdown on standard views, let’s talk about how to really integrate them into your daily HubSpot rhythm. These aren’t just features to know about. they’re tools to use constantly.

Tips for Daily Use

  • Make them your homepage: Set your most used view for each object e.g., “My Contacts,” “New Tickets” as your default view by pinning it to the far left. This way, every time you click on that object, you land exactly where you need to be.
  • Focus, focus, focus: Use views to block out distractions. If you’re working on a sales push, jump into “Deals Closing This Month.” If you’re nurturing new leads, check “New Contacts This Week.” This helps you maintain focus and reduces mental clutter.
  • Quick checks: Views are perfect for those “I wonder how many…” questions. “I wonder how many marketing contacts we added last week?” A few clicks, and you’ve got your answer, no need for a complex report.
  • Data integrity spot-checks: Some standard views might highlight records with missing information e.g., “Contacts with no owner”. These are great for quickly identifying and fixing data gaps.

Team Collaboration

  • Shared Understanding: Encourage your whole team to use the relevant standard views. For example, have the sales team consistently use “My Deals” and “Deals Closing This Month.” This ensures everyone is working from the same foundation of truth, reducing miscommunication and improving coordination.
  • Training New Hires: When onboarding new team members, highlight the standard views relevant to their role. It’s a quick way to get them productive and familiar with the core data they’ll be working with. Show them how to pin views to make their life easier from day one.
  • Leverage Admin Defaults: If you’re a Super Admin, take advantage of the ability to set default views for new users. This helps standardize the initial experience and promotes efficient habits from the start.

By actively incorporating standard views into your HubSpot routine, you’ll not only navigate your CRM with more confidence and speed but also ensure that you’re always looking at the most relevant information for the task at hand. It’s about working smarter, not harder, and making HubSpot truly work for you.

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Frequently Asked Questions

What is a HubSpot standard view?

A HubSpot standard view is a pre-built, saved filter for records within your CRM, such as contacts, companies, deals, or tickets. These views are designed by HubSpot to provide quick access to commonly needed segments of your data, helping you organize and interact with your information efficiently without needing to set up filters manually every time.

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How do I access standard views in HubSpot?

You can access standard views by navigating to the index page of any object e.g., CRM > Contacts, CRM > Deals. On that page, look for a dropdown menu, often labeled “All views” or a “+ Add view” button, usually located near the top left. Clicking this will reveal a list that includes HubSpot’s standard views, along with any custom views you or your team have created.

Can I change the default standard views in HubSpot?

While you can’t permanently alter the definition of HubSpot’s original standard views, you can customize your personal view. You can choose which views appear as tabs on your object index pages, reorder them, and set a preferred default view that opens automatically when you navigate to that object. Super Admins can also configure default view tabs for new users in the account settings. You can also customize the columns shown in any view.

What’s the difference between HubSpot views and lists?

HubSpot views are saved filters that help you see and interact with records directly on an object’s index page e.g., Contacts, Deals. They’re great for quick operational segmentation and are visible in a table format. Lists, on the other hand, are more powerful segmentation tools for contacts or companies that can be used across other HubSpot tools like marketing emails, workflows, or reports, and they support more complex filtering, including cross-object properties. You can think of views as how you organize your desk, and lists as how you organize specific projects that might involve different tools.

Why are my HubSpot standard views not showing up or showing the wrong data?

There could be a few reasons for views not showing correctly:

  1. Permissions: You might not have the necessary user permissions to access certain records or views.
  2. Accidental Filters: You may have temporary filters applied on top of the view. Try clearing all filters or resetting the view.
  3. Object Mismatch: You might be looking for a view in the wrong object section e.g., a contact view in the companies section.
  4. Data Issues: For specific data like page views, contacts need to be “identified” e.g., by submitting a form or clicking a marketing email for that activity to link to their record.
  5. Browser/Cache: Sometimes, clearing your browser’s cache or trying a different browser can resolve display issues.

How do “Marketing Contacts” standard views relate to my HubSpot billing?

The “Marketing Contacts” standard view highlights contacts you actively plan to market to using HubSpot’s marketing tools. Only these contacts count towards your subscription cost, not every contact in your CRM. This view is crucial for managing your billing tiers and understanding your marketing reach, as HubSpot will notify you when you approach your contact limits.

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