Quick tipHow toSmart CRM

Set default views for everyone

Leftmost tab becomes the default.

Subscription
All tiers
Permissions
Super Admin to edit views you don't own
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: set account-wide defaults for new users and users who haven't customized tabs. The leftmost tab opens by default. Editing views you don't own needs Super Admin.

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

Users who customized tabs keep their own.

3. Related

Saved views.

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.

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