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View and edit individual records

Last updated: January 2, 2025

Available with any of the following subscriptions, except where noted:

All products and plans

Creating records in HubSpot enables your team to record and retrieve information on your business relationships and processes, maintaining consistency across your organization. Once created, you can store information on a contact, company, deal, ticket, or custom object by interacting with their record.

There are three main sections on a record:

The following information applies to records by default, but you can customize your record layouts and information. If you're on a mobile device, learn how to work with records in the HubSpot mobile app.

View a record

  • Navigate to your records:
    • Contacts: In your HubSpot account, navigate to CRM > Contacts.
    • Companies: In your HubSpot account, navigate to CRM > Companies.
    • Deals: In your HubSpot account, navigate to CRM > Deals.
    • Tickets: In your HubSpot account, navigate to CRM > Tickets.
    • Custom objects: In your HubSpot account, navigate to CRM, then select the custom object.
  • On the record index page, locate the record you want to work with and click the name.

Actions and properties

The left sidebar shows the actions you can take on the record, as well as the record's properties. Learn how you can customize the left sidebar for all users and teams.

Actions

At the top of the left sidebar, you can:

  • Complete actions for the records. Click Actions, then select from the following:
    • Follow/Unfollow: click to follow/unfollow the record. By default, you follow all records you own. By following a record, you'll receive notifications on updates to the record.
    • View all properties: click to view all of the record's properties.
    • View property history: click to view the history of the record's property values.
    • View association history: click to view the history of the record's associated records and engagements.
    • Search in Google: for contacts and companies, click to search the record's name on Google.
    • Opt out of email: for contacts, click to disable email communication with the contact's email address.
    • Restore activity: click to view and restore associated engagements that were deleted within the last 90 days.
    • Merge: click to merge the record with another.
    • Delete: click to delete the record. Learn more about the data lost during a deletion.
    • Export contact data: for contacts, click to export the contact's personal data.
  • View the primary properties for the record. Hover over the properties and click the edit pencil icon or value to edit the primary property values (e.g., Name, Pipeline for deals and tickets).
  • Add activities to the record by clicking the respective icons. By default, icons for note, email, call, task, and meeting are shown. To customize the activity icons:
    • Click the ellipse··· ellipses, then select Reorder activity buttons.
    • In the dialog box, click the dropdown menus to select the order in which icons will appear on all records. You can also select Empty if you want to remove certain icons. 
    • Click Save.

Properties

You can view and edit the record's property values on the About this [record] section. Learn how to edit the properties that appear in this section for you. Users with Super Admin permissions can also customize the section for the users in the HubSpot account.
  • To edit a property value, hover over the property and click the edit pencil icon.
  • To view a specific property's history, hover over the property and click Details. You click Actions > View property history to see the history of all property changes.
  • To view all properties, click Actions > View all properties.

Communication subscriptions and website activity

On the left sidebar of a contact record, there are additional sections:

Activity timeline

The middle panel shows activities relating to the record chronologically, with upcoming activities at the top. 

To access the activity timeline overview:

  • In the middle column, click the Activities tab. The first time you view a record, you'll be brought to the Overview tab by default. Moving forward, you'll be brought to the tab you've visited most recently, either Activities or Overview.

On the activity timeline, you can view and filter activities:

  • At the top of the record, click Expand all or Collapse all to expand or collapse the details of all timeline activities.

  • To filter activities, click the tabs at the top or use the Filter by dropdown menus.

  • To search for a specific activity, click the search icon search in the upper right. The results returned are based on searching the terms in the following activity fields: Task subject, Task body, Note body, Call body, Email subject, and Meeting body.

  • On the Email tab, you can log and send a one-to-one email, or review previously sent and received one-to-one emails. Marketing emails do not appear on the Email tab.
    • Click Thread email replies to collapse email responses into a single thread, with the most recent message appearing at the top of the thread.
    • Click Show all email replies to expand each individual email on the timeline.
  • Click an activity to edit its details and comments.

  • For other actions, hover an activity, click Actions, then select an option:

Record overview

The middle panel also shows an overview of the record's information, including important properties, recent activities, and associations.

To access the record overview, in the middle column, click the Overview tab. The first time you view a record, you'll be brought to the Overview tab by default. Moving forward, you'll be brought to the tab you've visited most recently, either Activities or Overview.

Learn more about how to customize the middle column of records for each object.

Associated records and attachments

On the right sidebar of a record, you can view previews of the record's associated records and attachments. You can rearrange the sections by dragging them, or collapse a section by clicking the down down arrow

Associated records

Record associations are displayed as preview cards under the respective record sections on the right sidebar (i.e., Companies, Deals, Tickets). You can customize your records to create custom association cards and edit the details shown for associated records.

Learn more about adding and editing associations on records.

Attachments

You can attach files to the record. You can also view attachments sent as part of a logged email to a contact.

Additional tools

On the right sidebar of a record, you can also view and interact with additional tools associated with your records. You can collapse a section by clicking the down down arrow, and if allowed by your account admins, you can rearrange the tool sections by dragging them.

The tools that appear on the right sidebar will differ based on which objects you're working with, which are specified for each tool in the list below.

Account overview

Account overview appears on the right sidebar of company records to show a high level summary of the company. The overview includes if the company is a target account, the number of contacts associated to the company, information on their buyer roles, and the last engagement and last touch with the company record based on its default company properties.

If you have a Sales Hub Professional or Enterprise seat, click View account details to see the following in the right panel:

Attribution reports (Marketing Hub or Content Hub Professional and Enterprise only)

Attribution reports appear on the right sidebar of contact records and deal records. The Attribution section allows you to view existing or create multi-touch attribution reports. On contact records, if you’ve created a multi-touch contact create attribution report, you can view a report of the contact’s interactions with your business based on when the contacts were created.

  • To edit which attribution model is shown in the report, click the Attribution model dropdown menu and select the type of model you want to view.
  • On deal records, click to view a report of either Content or Interactions related to the contact activity associated with the deal. 
  • Click Show all interactions to view details of all interactions associated with the contact.
  • Click Open attribution report builder to view and edit the report directly in the report builder.

Conversations

Conversations appear on the right sidebar of ticket records, if the ticket is associated to a thread in the conversations inbox. To navigate directly to the conversation in the inbox, click the name of the conversation. The conversation will open in another browser tab where you can review the thread or follow up as needed.

Learn more about working with tickets in your inbox.

Line items

Line items appear on the right sidebar of deal records. You can associate line items, from the products library or newly created, to the deal. This helps users to understand what is being sold in the deal and for how much.

Learn more about using products and line items.

List and workflow memberships

List and workflow memberships appear on the right sidebar of contact records. The record's List memberships and Workflow memberships (Professional and Enterprise only) sections display the number of lists and workflows the contact is in.

Playbooks (Sales Hub or Service Hub Professional and Enterprise only)

Playbooks appear on the right sidebar of all records within Sales Hub or Service Hub Professional and Enterprise accounts. When interacting with a record, you can click a playbook to display certain prescribed questions or steps to guide the conversation.

Quotes

Quotes appear on the right sidebar of deal records. When a sale is closed, you can create a quote document that you can send to contacts associated with the deal. To create a quote with details about the record's line items, click Create quote in the deal record.

Salesforce sync (Professional and Enterprise only)

Salesforce Sync appears on all records within Professional and Enterprise accounts if the record is syncing with Salesforce through the HubSpot-Salesforce integration. If the record isn't syncing with Salesforce or if you want to ensure the record remains synced to the Salesforce record, click Sync now.

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