Question: Quickly viewing a segment of your database right from the contacts, companies, deals, or tickets dashboard is an example of which type of segment?
- Active list
- Saved filter
- Static list
- Saved list
Explanation
On HubSpot record index pages, this function corresponds to a saved view, which is the tool used to quickly access a filtered group of records. HubSpot explains that views let users quickly view a group of records based on that object’s property values and save that view to revisit later. This is meant for dashboards such as contacts, companies, deals, and tickets when the goal is fast record filtering inside the object itself. It is different from a segment, which is used when the group must be used in other tools such as marketing emails, workflows, or campaigns.
Why the other options are incorrect
Active list This is a segment that updates automatically over time and is intended for use beyond the record dashboard, not just for quickly viewing filtered records there.
Static list This is a fixed segment snapshot and is used for segmentation purposes, not as the standard quick-view filter on object index pages.
Saved list HubSpot distinguishes saved record views from segments, so this is not the correct record-dashboard grouping type.
Source for verification
https://knowledge.hubspot.com/records/create-and-manage-saved-views
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