What’s the best way to use contact views or filters?
Quickly segment your CRM to focus on the right contacts.
HubSpot’s Saved Views help you filter contacts by criteria like lifecycle stage, source, location, or activity.
To create a filtered view:
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Go to Contacts > Contacts
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Click Filter and select conditions (e.g., "Last contacted > 30 days")
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Click Save View and give it a name
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Share the view with your team or keep it private
Use these to prioritize outreach, follow-ups, or clean your data.