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Article 9: Top 5 Views Every AE Should Create in HubSpot

Purpose:  This article explains the top five saved views every ChainIT Pay Account Executive should create in HubSpot. The goal is to help AEs organize assigned Contacts, Companies, Leads, Deals, and follow-ups so they can work more efficiently and avoid missing important activity. Views are one of the most important tools for sales productivity in HubSpot. A view helps you filter a large database down to the records that matter most to you.

Views are one of the most important tools for sales productivity in HubSpot. A view helps you filter a large database down to the records that matter most to you.

This article covers:

  • What a HubSpot view is
  • Why views matter
  • The top five views every AE should create
  • Recommended filters for each view
  • Step-by-step instructions
  • How to use each view every day
1. What Is a HubSpot View?

A HubSpot view is a saved filtered list of records.

Views help you quickly find the records you need to work.

Views can be created for objects such as:

  • Contacts
  • Companies
  • Deals
  • Tickets, if applicable
  • Leads, depending on your HubSpot setup

Examples of views include:

  • My Contacts
  • My Companies
  • My Open Deals
  • Follow-Up Needed
  • Contacts Without Companies
  • Deals Closing This Month

Instead of searching and filtering from scratch every day, saved views allow you to return to the same working list quickly.

2. Why Views Matter for AEs

Views help AEs stay organized.

Without views, it is easy to lose track of:

  • Contacts assigned to you
  • Companies assigned to you
  • Leads that need outreach
  • Deals that need movement
  • Follow-ups that are overdue
  • Records with missing information
  • Prospects that recently engaged

For ChainIT Pay, views are part of sales discipline.

They help every AE answer:

  • Who should I work today?
  • Who needs follow-up?
  • Which accounts belong to me?
  • Which Deals are active?
  • Which records need cleanup?
  • Which opportunities are closest to moving forward?
3. The Top 5 Views Every AE Should Create

Every AE should create these five views first:

  1. My Contacts
  2. My Companies
  3. My Open Leads
  4. My Open Deals
  5. Follow-Up Needed

These five views create the foundation for daily sales activity.

Once these are created and being used consistently, AEs can create more advanced views based on campaign, industry, territory, lead source, or sales stage.

4. View 1: My ContactsObject

Contacts

Purpose

The My Contacts view shows all Contacts assigned to you.

This is your main working list for people you are responsible for contacting, researching, qualifying, or following up with.

Recommended View Name

My Contacts

Recommended Filters
  • Contact owner is me

Optional additional filters:

  • Email is known
  • Phone number is known
  • Associated Company is known
  • Last activity date is unknown or older than 7 days
  • Lead status is New, Attempting, Connected, or Working
When to Use This View

Use this view daily to:

  • Review assigned Contacts
  • Start outreach
  • Check for missing information
  • Confirm Company associations
  • Identify Contacts that need follow-up
  • Find Contacts that should become Leads
  • Find Contacts tied to active Deals
5. How to Create the My Contacts View
  1. In HubSpot, go to CRM.
  2. Click Contacts.
  3. Click + Add view.
  4. Click Create new view.
  5. Name the view My Contacts.
  6. Choose visibility:
    • Private: only you can see it
    • My team: your team can see it
    • Everyone: everyone can see it
  7. Click Confirm.
  8. Add the filter Contact owner is me.
  9. Add optional filters if needed.
  10. Click Save.
Sales Standard

Every AE should have a My Contacts view.

This should be one of the first views created after Contacts are uploaded or assigned.

6. View 2: My CompaniesObject

Companies

Purpose

The My Companies view shows all Companies assigned to you.

This is your main working list for accounts, businesses, and organizations you are responsible for managing or prospecting.

Recommended View Name

My Companies

Recommended Filters
  • Company owner is me

Optional additional filters:

  • Website domain is known
  • Associated Contacts is known
  • Last activity date is unknown or older than 7 days
  • Associated Deals is unknown
  • Industry is known
  • Lifecycle stage is Lead, Marketing Qualified Lead, or Sales Qualified Lead
When to Use This View

Use this view to:

  • Review assigned business accounts
  • Confirm each Company has associated Contacts
  • Research target accounts
  • Identify Companies that need outreach
  • Find Companies with no recent activity
  • Determine whether a Company should become a Lead
  • Determine whether a qualified Company should have a Deal
7. How to Create the My Companies View
  1. In HubSpot, go to CRM.
  2. Click Companies.
  3. Click + Add view.
  4. Click Create new view.
  5. Name the view My Companies.
  6. Choose visibility.
  7. Click Confirm.
  8. Add the filter Company owner is me.
  9. Add optional filters if needed.
  10. Click Save.
Sales Standard

Every AE should have a My Companies view.

Contacts help you work people.

Companies help you work accounts.

AEs should use both.

8. View 3: My Open LeadsObject

Leads

Purpose

The My Open Leads view shows Leads assigned to you that still need active sales work.

A Lead means there is a reason for outreach, qualification, or follow-up.

A Lead is not automatically a Deal.

Recommended View Name

My Open Leads

Recommended Filters
  • Lead owner is me
  • Lead status is New, Attempting, Connected, or Working

Optional additional filters:

  • Create date is this week or this month
  • Last activity date is unknown
  • Next activity date is today or overdue
  • Associated Contact is known
  • Associated Company is known
When to Use This View

Use this view every day to:

  • Work assigned Leads
  • Prioritize outreach
  • Update Lead status
  • Create next-step tasks
  • Qualify good opportunities
  • Disqualify poor-fit Leads
  • Convert qualified Leads into Deals when appropriate
9. How to Create or Filter the My Open Leads View

HubSpot Lead view options may vary depending on your permissions and how ChainIT Pay has configured the Leads object.

General steps:

  1. In HubSpot, go to Sales.
  2. Click Sales Workspace.
  3. Click Leads.
  4. Find the Leads table, list, or view area.
  5. Apply a filter for Lead owner is me.
  6. Apply a filter for active or open Lead statuses.
  7. Save the view as My Open Leads, if available.
  8. If saving is not available, use the filtered Leads area as your daily working list.
Sales Standard

Every AE should know where assigned Leads live and how to filter to active Leads.

Do not let assigned Leads sit untouched.

10. View 4: My Open DealsObject

Deals

Purpose

The My Open Deals view shows active revenue opportunities assigned to you.

This view should only include Deals that are still open and being worked.

Recommended View Name

My Open Deals

Recommended Filters
  • Deal owner is me
  • Deal stage is not Closed Won
  • Deal stage is not Closed Lost

Optional additional filters:

  • Close date is this month
  • Amount is known
  • Next activity date is today or overdue
  • Associated Company is known
  • Associated Contact is known
  • Last activity date is older than 7 days
When to Use This View

Use this view to:

  • Manage active opportunities
  • Review next steps
  • Update Deal stages
  • Update close dates
  • Keep pipeline accurate
  • Confirm every Deal has an associated Contact and Company
  • Identify stale Deals
11. How to Create the My Open Deals View
  1. In HubSpot, go to CRM.
  2. Click Deals.
  3. Click + Add view.
  4. Click Create new view.
  5. Name the view My Open Deals.
  6. Choose visibility.
  7. Click Confirm.
  8. Add the filter Deal owner is me.
  9. Add filters to exclude Closed Won and Closed Lost Deals.
  10. Add optional filters if needed.
  11. Click Save.
Sales Standard

Every AE should review My Open Deals daily.

An open Deal should have a next step, recent activity, a realistic close date, and correct associations.

12. View 5: Follow-Up NeededObject

Contacts, Deals, or both

Purpose

The Follow-Up Needed view shows records that need immediate attention.

This is one of the most important AE views because it helps prevent missed follow-up.

You can create this view for Contacts, Deals, or both.

Recommended Contact View Name

Follow-Up Needed — Contacts

Recommended Contact Filters
  • Contact owner is me
  • Next activity date is today or overdue

Optional additional filters:

  • Last activity date is older than 7 days
  • Lead status is Attempting, Connected, or Working
  • Email is known
Recommended Deal View Name

Follow-Up Needed — Deals

Recommended Deal Filters
  • Deal owner is me
  • Deal stage is not Closed Won
  • Deal stage is not Closed Lost
  • Next activity date is today or overdue

Optional additional filters:

  • Close date is this month
  • Last activity date is older than 7 days
  • Amount is known
13. How to Create the Follow-Up Needed Contact View
  1. In HubSpot, go to CRM.
  2. Click Contacts.
  3. Click + Add view.
  4. Click Create new view.
  5. Name the view Follow-Up Needed — Contacts.
  6. Choose visibility.
  7. Click Confirm.
  8. Add the filter Contact owner is me.
  9. Add the filter Next activity date is today or overdue.
  10. Add optional filters if needed.
  11. Click Save.
14. How to Create the Follow-Up Needed Deal View
  1. In HubSpot, go to CRM.
  2. Click Deals.
  3. Click + Add view.
  4. Click Create new view.
  5. Name the view Follow-Up Needed — Deals.
  6. Choose visibility.
  7. Click Confirm.
  8. Add the filter Deal owner is me.
  9. Exclude Closed Won and Closed Lost Deals.
  10. Add the filter Next activity date is today or overdue.
  11. Add optional filters if needed.
  12. Click Save.
Sales Standard

Every AE should start the day by reviewing follow-up needs.

Missed follow-up creates missed revenue.

15. Summary of the Top 5 AE Views
View Name Object Purpose
My Contacts Contacts Shows people assigned to you
My Companies Companies Shows businesses assigned to you
My Open Leads Leads Shows active Leads you need to work
My Open Deals Deals Shows active revenue opportunities
Follow-Up Needed Contacts / Deals Shows records needing immediate attention
16. Recommended Advanced Views After the Top 5

After the core views are created, AEs may also create:

Recently Engaged Contacts

Purpose:

Shows Contacts with recent activity.

Useful filters:

  • Contact owner is me
  • Last activity date is within the last 7 days
Companies Without Contacts

Purpose:

Shows Companies that need contact research.

Useful filters:

  • Company owner is me
  • Associated Contacts is unknown
Contacts Without Companies

Purpose:

Shows Contacts that need association cleanup.

Useful filters:

  • Contact owner is me
  • Associated Company is unknown
Deals Closing This Month

Purpose:

Shows Deals expected to close soon.

Useful filters:

  • Deal owner is me
  • Close date is this month
  • Deal stage is not Closed Lost
No Recent Activity

Purpose:

Shows records that may need attention.

Useful filters:

  • Owner is me
  • Last activity date is older than 14 or 30 days
17. How to Choose View Visibility

When creating a view, HubSpot may ask who can see it.

Choose carefully.

Private

Use when the view is only for your personal workflow.

My Team

Use when the view may help your sales team or manager.

Everyone

Use only when the view should be visible broadly across the organization.

Most AE working views should usually be private or team-level, unless Sales Ops gives a different instruction.

18. How to Use Views During the Day

AEs should use views throughout the day.

Morning

Review:

  • Follow-Up Needed
  • My Open Leads
  • My Open Deals
Midday

Work from:

  • My Contacts
  • My Companies
  • Recently Engaged Contacts
End of Day

Review:

  • Open Leads with no next task
  • Open Deals with no next step
  • Records with activity that needs updates

Views should guide daily work.

19. What to Do If a View Shows No Records

If your view shows no records, check:

  1. Are you in the correct object?
  2. Are your filters too narrow?
  3. Is ownership correct?
  4. Are records assigned to you?
  5. Did you choose the correct owner field?
  6. Are you using Contact owner instead of Company owner, or vice versa?
  7. Are you in the correct HubSpot account?
  8. Do you have permission to see the records?

Do not create new records because a view is empty.

Ask Sales Ops or submit support if needed.

20. What to Do If a View Shows Too Many Records

If your view shows too many records, add better filters.

Examples:

  • Owner is me
  • Lead status is active
  • Last activity date is older than 7 days
  • Next activity date is overdue
  • Deal stage is open
  • Create date is after list upload date
  • Associated Company is known

A good view should be useful, not overwhelming.

21. What to Do If a View Looks Wrong

If a view looks wrong:

  1. Review the filters.
  2. Confirm the object.
  3. Confirm ownership.
  4. Check whether records are missing required data.
  5. Check whether another view is better.
  6. Ask Sales Ops if the issue is unclear.
  7. Submit support if there may be a data or permission problem.

Do not manually create duplicate records to “fix” a view.

22. How Views Support Sales Productivity

Views help AEs:

  • Focus on the right records
  • Prioritize outreach
  • Avoid missed follow-up
  • Track active Deals
  • Identify stale records
  • Improve pipeline accuracy
  • Reduce time spent searching
  • Work assigned accounts consistently

The goal is not to create views for the sake of creating views.

The goal is to make daily sales execution easier.

23. How Views Support Sales Ops

Views also help Sales Ops and leadership understand whether reps are working cleanly.

Good views support:

  • Lead management
  • Pipeline review
  • Follow-up discipline
  • Account ownership
  • Data hygiene
  • Forecasting
  • Coaching
  • Process improvement

If AEs use views consistently, Sales Ops can better support the team.

24. Common View Mistakes to Avoid

Avoid:

  • Creating too many views too soon
  • Using unclear view names
  • Forgetting to filter by owner
  • Creating views in the wrong object
  • Making everything visible to everyone
  • Using views instead of updating records
  • Ignoring empty or incorrect views
  • Creating duplicate records because filters are wrong
  • Not saving filters after setting them
  • Using stale views that no longer match the sales process
25. Minimum View Setup Checklist

Every AE should confirm:

Contact Views
  • My Contacts created
  • Follow-Up Needed — Contacts created
Company Views
  • My Companies created
Lead Views
  • My Open Leads created or filtered
Deal Views
  • My Open Deals created
  • Follow-Up Needed — Deals created
Daily Use
  • I know which view to open first
  • I know how to adjust filters
  • I know not to create duplicates when a view looks wrong
  • I know how to ask for help if records are missing
26. Final Standard

Views are the AE’s working lists.

Every AE should use views to organize sales activity, prioritize follow-up, and manage assigned records.

The ChainIT Pay standard is:

  • Create the top five views first.
  • Work from views every day.
  • Keep views simple and useful.
  • Review Follow-Up Needed daily.
  • Use My Open Deals to manage pipeline.
  • Use My Open Leads to manage assigned sales targets.
  • Do not create duplicate records because a view is confusing.
  • Ask Sales Ops or support when views do not look right.

Clean views create cleaner activity.

Cleaner activity creates cleaner pipeline.

Cleaner pipeline creates better sales execution.