In this HubSpot tutorial, we will walk you through how to organize conversations into custom views in the inbox in HubSpot

HubSpot lets you filter conversations into views to help your team prioritize and effectively manage customer communications in the inbox. For example, you can create a view of all of the conversations associated with high-priority tickets, so your team knows to focus their efforts on those conversations.

Steps to Follow:

Step 1. In this tutorial, we will show you how to do this.

Step 2. In your HubSpot account, navigate to Conversations and click Inbox.

Step 3. Click the Actions dropdown menu in the bottom left, then select Create a view.

Step 4. In the right panel, enter a name for the view in the Name field, then click Next.

Step 5. In the Filter type section, select a filter option. You can filter by ticket or conversation properties.

Step 6. Click Next.

Step 7. Search for and select a property you want to filter your conversations by, then select an option to set criteria based on that property. Click Apply filter.

Step 8. To add more filter criteria or refine the existing criteria, click and or logic.

Step 9. Once done, click create view.

Step 10. Depending on your data, it can take a few hours for the view to be added to your inbox.

Step 11. When the new view is successfully created, conversations that meet the criteria will appear in that view. Other team members in the inbox will also be able to access the views.

Step 12. All of your custom and standard HubSpot views will appear in the sidebar in the inbox.

Step 13. You can also edit an existing custom view's name or filter criteria.

Step 14. Once your view is created and starts reflecting data after that, you can edit that view.

Step 15. To delete a view.

Step 16. In the left sidebar in the inbox, hover over the view, click the vertical menu icon, and then select Delete view.

Step 17. Select the I'm sure that I want to delete this view checkbox in the dialog box, then click Delete.

Step 18. Deleting a view does not delete the conversations in the view.

That’s how you can organize conversations into custom views in the inbox in HubSpot.
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