All Records articles

• Add and manage attachments on records and activities
• Add collaborators to a deal
• Add custom and cross-object reports to CRM records
• Append or replace multiple checkbox property values
• Assign access to records
• Associate activities with records
• Associate records
• Automatically set and sync record lifecycle stages
• Bulk edit records
• Clone a record
• 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 manage saved views in the updated index page
• Create and use association labels
• Create cards to display data on records
• Create color-coded object tags
• Create custom object records
• Create leads
• Create or log activities on a record
• Create records on the updated index page
• Create sync properties that copy data to associated records
• Customize index page columns
• Customize index page quick filters
• Customize quick filters in the updated index page
• Customize record previews
• Customize records
• Customize the board view for objects with pipelines
• Beta Customize the redesigned board view
• Customize the updated table view columns
• Delete CRM records
• Edit a property value for a record
• Edit, delete, or comment on an activity
• Export contact data
• Export your records
• Filter activity index pages and record timelines
• Follow a record
• Format import files
• Generate an example import file
• Get started with data enrichment
• Beta How to use gantt, calendar, board, and report view types
• How to use objects for business processes
• HubSpot's default contact properties
• Import records for a single object
• Import records for multiple objects
• Limit available options based on a controlling property
• Manage contact property formatting issues
• Manage data enrichment settings
• Manage leads
• Manage records in board view
• Mention a user on a record
• Merge records
• Organize, delete, and export properties
• Overview of the updated index page
• Pin an activity on a record
• Predict likelihood to close with deal scores
• Preview a record
• Reorder homepage widgets in the HubSpot mobile app
• 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
• Beta Score leads based on high-impact web page conversions
• Search within your HubSpot account
• Set defaults for creating deals
• Set limits for record associations
• Set up automatic associations for records and activities
• Set up lead pipeline automation
• Set up rules for object pipelines
• Set validation rules for a property
• Share records with users and teams
• Summarize a record
• Sync lead ownership and activities
• Understand and use the projects object
• Understand and use the record page layout
• Understand communication analysis limits and notifications
• Understand opt-out notices for HubSpot’s enrichment dataset
• Understand restorable and permanent contact deletions
• Understand the import tool
• Undo property value changes
• Use cards on records
• Beta Use data quality tools
• Use line items with deals
• Use stage calculated properties
• Use the data model builder
• Use the intelligence tab
• Use the updated report, calendar, and gantt views
• Use today's date in the CRM
• View a record's property history
• View and analyze past imports
• View and edit individual lead records
• View and filter records
• View and filter records in the updated index page
• View and manage user access to a record
• View and use record source properties
• View purchased products on contact and company records
• View trend insights on company and contact records