Sandbox creation now copies team-based CRM views
Thursday, July 23, 2026
Revenue HubContent HubMarketing HubData HubSales HubService HubSmart CRMEnterprisePublic beta
What it is
When creating a sandbox, team-based and shared CRM views across contacts, companies, deals, tickets, and custom objects are now copied from production.
Why it matters
Saved views define what reps see and how managers run playbooks. Without them, sandboxes did not reflect real usage, which made realistic testing and training hard.
The Take
Casey Hawkins
Casey called this one self-explanatory and kept moving, and that is about right. Sandboxes now copy team-based and shared CRM views from production, so the sandbox reflects how people actually work. Useful, low drama.
Produced by Value-First Media