How do I customize the view for all users in my CRM?

Last updated: July 5, 2016

Available For:

Product: HubSpot Sales
Subscription: Free

If you are a Sales administrator or Sales manager in the CRM, you can choose which properties other users will see by default on the contact, company, and deal records in HubSpot CRM.

To do this, click on Settings in the main navigation bar. From the Settings page, you can select Contacts, Companies, or Deals from the list on the left side of the screen. In each of these, click the blue Set Default Properties button.

 From here, you'll be able to add and remove properties as well as drag and drop them into the order you prefer.

Please note: When you edit the order of the Default Properties in your Settings, this will only change the order of the properties for new users to your portal. Any existing users will not have their view reordered. If you add any new properties to the default properties view, these new properties will be appended to the end of the existing users’ view.

If you only want to change the properties for your own user account, you can find intructions to do that here.