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DELIVERY MODULE Within 1 week

Setup Default Saved Views

Create up to 3 pre-filtered saved views for one CRM object type, with columns and visibility set so the team can navigate records without manually filtering.

Delivery module

AU$80

Within 1 week

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What this module actually does

Included

The team has pre-built, filtered views for the specified object type that match their daily navigation patterns.
Views are shared with the right teams so everyone benefits from the same starting points.
Daily CRM navigation is faster because the team does not need to manually filter every time.

Not included

More than 3 saved views per object type
Active lists or smart lists
Custom report-based views
Complex calculated columns
Ongoing view maintenance or updates
List-based segmentation

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before View Creation
Which object type this unit covers, needed before View Creation
The views you want, or approval of our suggested defaults, needed before View Creation
Who should see each view (everyone, or a specific team), needed before Visibility Configuration

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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