Quick tipHow toSmart CRM

Customize index page quick filters

Up to ten custom quick filters.

Subscription
All tiers
Permissions
Super Admin or view creator to save
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: add up to ten custom quick filters. Saved to a view, they show for everyone using it; unsaved, only for you. Only Super Admins or the view's creator can save them.

1. In HubSpot

The relevant screen in my demo portal.

View settings panel with view type icons, filters and sort, and sharing options highlighted
View type (1), filters, sort, and metrics (2), and sharing (3).

2. Worth knowing

Save filters to team views so everyone segments the same way.

3. Related

Views to segments and index columns.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

Book a call with Sam