Customizing HubSpot Records

Set up record view

Users can modify the layout of records by adjusting the middle column and sidebars. This includes:

• Middle Column: Accessing the settings allows users to customize what appears in the middle column of a record. This can be done by selecting specific properties and arranging them according to user preferences.
• Sidebars: The left sidebar can be customized for all users or specific teams. Users can add or remove properties, rename sections, and rearrange items to create a more intuitive layout.

Access record settings

• In your HubSpot account, click the settings icon in the top navigation bar
• In the left sidebar menu, navigate to Objects
• Select the object you want to customize
• Click the Record Customization tab

Configure default view

Select Default view in the main area

• This is what users see if they're not assigned to a team view
• Changes affect all users using the default view

Set up team view (Professional and Enterprise)

• Create a new view:
  • Click Create team view button, or
  • Select an existing view by clicking its name
• Configure view settings:
  • Type a name for your view at the top
  • Click Assign teams in the upper right
  • Check boxes for relevant teams
  • Select Done to confirm team assignments
• Customize the layout:
  • Add or remove cards
  • Arrange information tabs
  • Organize properties
• Save your changes using the Save button in the top right.

Customize cards

There are several types of cards that can be created within HubSpot:

• Activity Cards: Display information about activities related to a contact or deal.
• Association Cards: Show associated records such as contacts linked to companies or deals.
• Custom Cards: Users can create cards that display specific properties based on their requirements.

Create custom cards

• Click Create card
• Select your card type
• Fill in required details:
  • Name for internal use
  • Title that users will see
  • Type-specific settings
• Click Save to add your card

Conditional logic for cards

Cards can be set up with conditional logic, meaning they will only display under certain conditions (e.g., displaying a card only if a contact's lifecycle stage is "Marketing Qualified Lead"). This feature helps streamline information visibility tailored to specific scenarios.

Manage Existing Cards

• Find your target card
• Make changes:
  • Click Edit to update details
  • Drag to reorder position
  • Click Remove to hide from view
• Save changes

Note: You can't edit or delete system default cards (marked with "default").

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