Step 1: Log in and go to Deals

• Log in to your Hubspot account.
• Make sure you are in the Sales portal and not the Marketing portal (towards the top left of the screen).

• Once you are in the Sales portal, click on the menu item "Deals."

Step 2: Creating the filter

   Adding a filter for the owner of the deals.

• Click add filter.

• Type "Hubspot owner" and select that property.

Step 3: Filter your deals

• Select the "is any of" option.
• Type the name of the sales person and select them.

Step 3: Make sure your view and pipeline is correct

•  Select the "Board" view.

• Be sure to select the correct pipeline. For example, Bob Savelli would be in the CBM/CM/C&T pipeline.

That's it! Your final filter should look something like this:

You can click the save button to save and name the filter after it is created, so you can use it again later.