Tip: Customize Your Record Views

✉️ Spotter – Your Weekly HubSpot Helper

This week, we’re clearing out the clutter, avoiding a common mistake, and giving you one quick thing to try in your portal. Let’s dive in.

✅ Tip

Quick fix for a common HubSpot headache.

Customize Your Record Views with Team Views
The default gear icon view customization only applies to you. For more flexibility, create a new team, add yourself, and build a custom team view for object records. This lets you change cards, reorder, or add new ones without affecting coworkers.

⚠️ Trap

Mistake to avoid before it causes chaos.

Always Check for Unenrollment Criteria
When building workflows with delays that change object stages, be careful - manual stage changes during a delay can be overridden when the workflow completes.

Always add unenrollment criteria so objects manually moved to a different stage exit the workflow automatically.

This is honestly one of the more confusing things to set up in the workflows tool.

🔄 Try

Something small to test or improve this week.

Make Some Tailored Index Views
Help teams focus by creating saved views tailored to specific roles.

These views can be in any index (contacts, deals, companies, etc.)

Build one new saved view this week, like “Deals closing this month” or “No activity in 30+ days”. Name it clearly, share it, and pin it for visibility to reduce CRM overwhelm.

👋 Need a Spot?

Want help cleaning up your HubSpot portal or setting up something smarter?

Let’s talk about what hands-on help could look like for your team.

Spotter is brought to you by Modern Driven Media.