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HubSpot Hack: Unlocking the Visual Board View for HubSpot Leads

What it does: Moving away from the static table view provides an instant, visual representation of your pipeline. Sales teams can literally drag-and-drop leads through stages, leading to faster and more intuitive management, as well as a clearer understanding of where every lead stands.

For a long time, managing Leads in HubSpot felt... limiting. Many teams wanted the visual organisation of a board, but were stuck in a standard table view.

HubSpot has made Leads a standard object. This small change unlocks a massive feature: The Board View!

  • Go to your Leads.

  • Switch from the standard Table View to the Board View.

The Result: A much quicker, easier, and more visual way to change and view your leads, providing instant clarity and better workflow management for your sales team.

Watch the video walk through here:

 

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By Chris Grant