Watch the demo

Watch this 2-minute video to learn how this update helps you stay organised by saving filtered views of your leads.

This update allows you to create and save filtered views directly within your lead pipeline in HubSpot. It means you can quickly switch between customised lead views - like by region, status, or agent - without rebuilding filters every time.
It’s especially helpful for admissions or marketing teams managing large volumes of enquiries and needing quick access to the most relevant records.

Why this matters for education organisations

The new Lead Saved Views update allows users to save and easily access filtered views of leads - especially useful for teams managing large volumes of enquiries or applications.

• For Admissions Teams:
  Quickly switch between saved views for different cohorts, enquiry types, or key dates (e.g. “Sixth Form Open Day Enquiries” or “Incomplete Applications - UK only”). No need to rebuild filters every time.
•  For Marketing Teams: Create views to track active leads by campaign, source, or persona (e.g. “Scholarship Leads from Facebook Ads”), helping tailor communications and measure campaign effectiveness.

This update saves time, reduces human error, and makes HubSpot more user-friendly for busy education teams juggling multiple lists and priorities.