How to create Saved Views on the HubSpot deal pipeline

HubSpot Saved Views allow you to easily filter your deal pipeline.

Saved views are very useful for streamlining your pipeline views, giving your sales team the ability to easily filter their deals based on key properties. 

Here's a step by step guide to building Saved Views:

Saved Views vs Lists

You can create both lists or saved views on HubSpot both have a similar setup but function in different ways.

Lists: focus on the contacts and companies which meet the criteria 

Saved Views: allow you to filter the Object list you are looking at.

What's important to know is that Saved Views only use deal properties as filters while Lists can use all Object properties. When it comes to filtering the deal pipeline, you will always use Saved Views. Lists are more relevant when looking at Contacts and Companies.