Add records to a static list (Contacts and companies only)
Edit records from the object index page
Navigate to your records:
Contacts: In your HubSpot account, navigate to Contacts > Contacts.
Companies: In your HubSpot account, navigate to Contacts > Companies.
Deals: In your HubSpot account, navigate to Sales > Deals.
Tickets: In your HubSpot account, navigate to Service > Tickets.
Custom objects: In your HubSpot account, navigate to Contacts > Custom Objects, then select the custom object .
Calls: In your HubSpot account, navigate to Contacts > Calls.
Select the records you want to edit. You can apply a view to filter out the records you want to edit.
To select multiple individual records:
In list view, select the checkboxes next to the records.
In board view for deals, tickets, or custom objects, hover over a record, then select the checkbox. Once one record card is selected, checkboxes will appear on all remaining cards for you to select.
To select all of the records on your current page or pipeline, select the checkbox at the top left of the table or board. In list view, to select all of the records in the view, click the Select all [number] [records] link.
At the top of the table, select from the following actions:
In the dialog box, click the Property to update dropdown menu and select the property you want to edit.
Please note: you cannot bulk edit deal, ticket, or custom object records' pipeline or stage/status properties while in board view. To update these properties for multiple records, switch to list view, or you can edit an individual record's value for the stage or status properties by clicking and dragging the record to another column.
In the field that appears, enter or select a new value for the selected property. For multi-select properties:
To add new values while maintaining the existing values, select Append to current value(s).
To overwrite the existing values, select Replace current values(s).
Click Update. For text or single-select properties, this will overwrite the old values in the property for these records.
Create tasks: select to add a task to each selected record. In the right panel, enter values to create your tasks. This option will only create tasks for records selected on the current page, even if all records, including those on other pages, are selected.
For company records, at the top of the table, you can also select Add to Static List. In the dialog box, click the Search dropdown menu and select the static list you want to add the companies to, then click Add.
For contact records, at the top of the table, you can also select: