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How to set Default Dashboard & Activities

This is how to set-up and customize your Dashboard (previously called Homepage) and Activities view.

 

HubSpot Video

 

First, select the drop-down menu by clicking your name in the top right corner.

Then, click "Your Settings".

Next, locate the "Default Settings" tab and click.

 

From there, you will see this view:

Once you've adjusted your setting by choosing all your drop-down menu options -

Click "Make Default"

Now your Default Dashboard and/or Activities page is set until you change it!

Happy Selling!

 


 

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