HubSpot Training: Customize Contact, Company, and Deal Record Views

Posted by Krista Moon on May 14, 2020

The number one benefit of HubSpot, in my view, is that the CRM is central to the entire tech stack. If set up correctly, it stores multitudes of valuable data about the one thing sales, marketers, and business leaders care about the most: target buyers. These are the people that will, hopefully, become their future customers. Taking time to set up contact, company, and deal record views in HubSpot is essential to use the tool effectively. Watch the video or download the slides to see how to do it.

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Transcript

Welcome to a HubSpot training provided by Ascend Business Growth on customizing contact, company, and deal record views.

The number one benefit of HubSpot, in my view, is that the CRM is central to the entire tech stack. When set up correctly, it stores multitudes of valuable data about the one thing sales, marketers, and business leaders care about the most: target buyers. These are the people that will, hopefully, become their next customers.

Taking time to set up contact, company, and deal record views in HubSpot is essential to use the tool effectively.

We all know what it’s like to spend valuable time searching for information. Setting up your views will make it fast and easy to get the most relevant details you need to do your job. Here’s an overview of how to customize records in HubSpot.

Set Default Fields

The first step is to decide as a team what fields are required for the user as they work on contacts, companies, deals, or tickets.

Once that part is done, the HubSpot CRM administrator can set default fields for all users.

  1. Navigate to the settings gear
  2. Go to Properties
  3. Select Records Customization

On the next screen, you can choose which type of record you want to set default fields for. Click Actions, the Edit, and create your sections and add the fields you need.

View Records

  1. Navigate to a record and view the panel on the left-hand side.
  2. The default fields and sections will be populated, and you’re ready to go!
  3. You can open and close the sections, or move them up or down.
  4. It’s the same concept for all record types in HubSpot.

If you don’t see the default fields,

  1. Click View all properties in the About section.
  2. Then click Reset to account defaults.

Change or Rearrange Fields

You also can add or rearrange fields on the records. Please, note that you can’t remove a default field from the list, but you can add other fields and re-order them.

  1. Click View all properties in the About section.
  2. Hover over a field that you want to add to your record view.
  3. Then click Add to your view.
  4. You can drag the field up or down to place it where you would like it displayed.

Thank you for watching this HubSpot training provided by Ascend Business Growth.

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Happy HubSpotting!


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