All Records articles

• Add and manage attachments on records and activities
• Add collaborators to a deal
• Assign access to records
• Associate activities with records
• Associate records
• Beta Automatically merge duplicate contacts and companies
• Automatically set and sync record lifecycle stages
• Bulk edit records
• Clone a record
• Beta Convert index page views to segments
• Create and customize lifecycle stages
• Create and manage records in the HubSpot mobile app
• Create and manage saved views
• Create and use association labels
• Create cards to display data on records
• Create color-coded object tags
• Create companies
• Create contacts
• Create custom object records
• Create deals
• Create leads
• Create or log activities on a record
• Create sync properties that copy data to associated records
• Customize index page columns
• Customize index page quick filters
• Customize record previews
• Customize records
• Customize the board view for deals, tickets, and custom objects
• Beta Customize the redesigned board view
• Default marketing statuses for newly created contacts
• Delete CRM records
• 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 contact properties
• Import records and activities
• Manage contact property formatting issues
• Manage leads
• Manage records in board view
• Manage the company domain name property on records
• Manage tickets in your inbox (legacy)
• Mention a user on a record
• Merge records
• 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
• Restore deleted activities logged on a record
• Restore deleted records
• Review data metrics on deal views
• Sample import files
• Search within your HubSpot account
• 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 export notifications and view a log of exports in your account
• Set up import files
• Set up lead pipeline automation
• Set up rules for object pipelines
• Set up ticket pipeline automation
• Set validation rules for a property
• Share records with users and teams
• Split deal credit among users
• Summarize a record
• Sync contacts to other apps
• Sync lead ownership and activities
• Understand and use the record page layout
• Understand HubSpot Credits and billing
• Understand HubSpot's CRM migration process
• Understand marketing contacts
• Understand objects
• Understand restorable and permanent contact deletions
• Understand the import tool
• Undo property value changes
• Use cards on records
• Beta Use data quality tools
• Use deal, ticket, service, and lead stage calculated properties
• Use target accounts
• Use the intelligence tab
• 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 lead records
• View and filter record activities
• View and filter records
• View and manage user access to a record
• View and use record source properties
• View purchased products on contact and company records
• View the history of an activity on a record timeline
• View trend insights on company and contact records