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How to Create a CM Deals View

The steps to add a deals view that shows the deals associated to the companies that you are the CM.

  • Go to the Deals view in HubSpot.
  • Click the + icon to the far right of the view tabs. 

  • Click "Add view," search for "CM is Me," and click "Add"

  • Once it's been added, it will appear in your deal tabs.
  • From here you can edit your columns to your preference. When done remember to click save.