All Records articles

• Add a parent or child company to an existing company record
• Add additional domain names to a company record
• Add an email signature in the CRM
• Add and edit your account currencies
• Add and manage attachments on records and activities
• Add collaborators to a deal
• Add multiple email addresses to a contact
• Associate activities with records
• Associate records
• Automatically set and sync record lifecycle stages
• Bulk edit records
• Create and customize lifecycle stages
• Create and edit properties
• Create and manage records in the HubSpot mobile app
• Create and manage saved views
• Create and use association labels
• Create and use custom object pipelines
• Create cards to display data on records
• Create color-coded object tags
• Create companies
• Create contacts
• Create custom object records
• Create deals
• Create or log activities on a record
• Create sync properties that copy data to associated records
• Create tickets
• Customize index page columns
• Customize index page quick filters
• Customize record previews
• Customize records
• Customize the board view for deals, tickets, and custom objects
• Customize the create form for each object
• Default marketing statuses for newly created contacts
• Delete CRM records
• Determine filter criteria
• Determine likelihood to close with predictive lead scoring
• Edit a property value for a record
• Edit, delete, or comment on an activity
• Export contact data
• Export your records
• Follow a record
• Generate an example import file
• HubSpot's default ticket properties
• Import contacts on the HubSpot mobile app
• Import records and activities
• Manage contact property formatting issues
• Manage deals, tickets, and custom object records in board view
• Manage tickets in your inbox
• Manage your contacts' messaging subscriptions
• Mention a user on a record
• Move a deal from one pipeline to another
• Organize, delete, and export properties
• Pin an activity on a record
• Predict likelihood to close with deal scores
• Preview a record
• Repeat a past import
• Require approvals for deals
• Beta Research companies on records (BETA)
• Restore deleted activity in a record
• Restore deleted records
• Review data insights on deal views
• Sample import files
• Search your CRM
• Set contacts as marketing
• Set contacts as non-marketing
• Set defaults for creating deals
• Set limits for record associations
• Set up automatic associations for records and activities
• Set up conditional options for properties
• Set up deal pipeline automation
• Set up export notifications and view a log of exports in your account
• Set up import files
• Set up rules for custom object pipelines
• Set up rules for deal pipelines
• Set up rules for ticket pipelines
• Set up score properties to qualify contacts, companies, and deals
• Set up ticket pipeline automation
• Set validation rules for a property
• Share records with users and teams
• Split deal credit among users
• Beta Summarize a record (BETA)
• Beta Understand Breeze Intelligence credits and billing (BETA)
• Understand marketing contacts
• Understand the import tool
• Use cards on records
• Use deal and lead stage calculated properties
• Use lifecycle stages
• Use target accounts
• Beta Use the intelligence tab (BETA)
• Use today's date in the CRM
• View a model of your CRM object and activity relationships
• View a record's property history
• View and analyze past imports
• View and edit individual records
• View and filter activities on a record
• View and filter records
• View and manage user access to records
• View and use record source properties
• View the history of an activity on a record timeline
• View trend insights on company and contact records