If you are a new user of HubSpot, or have been using it for a while, you may want to declutter your workspace by removing views that are no longer in use or outdated. This may seem daunting at first, but don’t fret! This easy-to-follow guide will assist you in deleting views on HubSpot.
What is a View in HubSpot?
Before we dive into how to delete a view, it’s crucial to understand what a view really is in HubSpot. A view is essentially a filtered list of records in the HubSpot CRM. These can be contacts, companies, deals, or tickets. Views can be personalized according to your business needs, making it easier for you to track and manage your CRM data.
Steps to Delete a View in HubSpot:
- Navigate to your records: Depending on the type of record the view is related to, navigate to contacts, companies, deals, or tickets.
- Click on the name of the view you wish to delete from the left sidebar menu.
- Click the Actions dropdown in the top right corner of the screen.
- Select Delete. A prompt will appear asking you to confirm the deletion. Be aware that once deleted, the view cannot be restored.
- Click Delete in the prompt to confirm.
Note: Only the owner of a view or users with Delete permissions can delete a view. If you are unable to delete a view, check your permissions or contact your HubSpot administrator.
Conclusion:
Cleaning and organizing your HubSpot workspace is a breeze once you understand the basics. Now that you know how to delete views, you can ensure your CRM is always streamlined and functional, improving your overall productivity. If you have any questions, don’t hesitate to put them in the comments below.