Preview a record

When viewing records on an object index page or on associated records, you can preview a record to quickly view and edit the record’s properties, associations, and activities without leaving your current page.

Learn more about customizing the preview panel for your entire account or for specific teams.

Preview a record on an object index page

To preview a record in table view of an object's index page:

1. Navigate to your records (e.g., In your HubSpot account, navigate to CRM > Contacts.)
2. In the listView table view, hover over a record and click Preview.
   • In the grid board view, click the record card.
   • For leads, click the lead name.
     
3. In the right panel, by default, the record’s summary, properties sections, pinned, recent, or upcoming activities, associations, and attachments are displayed.

• Click a header to collapse or expand a section.
• Click a property and enter or select a new value to edit the record’s properties. Your changes will be autosaved.
• To view and manage the record’s activities:
  • Add an activity: at the top, click the icon for the activity you want to create or log. Enter the activity's details in the editor, then save.

• View activities: navigate to the Pinned activity, Recent activities, and Upcoming activities cards. To update which activities are displayed in the Recent and Upcoming activities sections, click the Filter by dropdown menu, then select the checkboxes of the activities you want to view.
• Edit activity details: click an activity card to expand it. Click the text field or dropdown menus and enter or select new values.
  
  

• To view and manage the record’s associations:
  
  • View associations: scroll down to the object association cards. Click the name of an associated record to navigate to that record.
  • Add an association: navigate to the object’s association card, then click Add.
• To add an attachment, navigate to the Attachments card, then click Add. Select an existing attachment or upload a new file.
• In the upper right of the panel, click View record to view the full record. You’ll be navigated away from the object home page to the record.
• In the upper right of the panel, click the X to close the preview.

Preview an associated record

While viewing a record, to preview an associated record:

1. Navigate to your records (e.g., In your HubSpot account, navigate to CRM > Deals.).
2. Click the name of a record.
3. In the right sidebar, hover over an associated record, click the ellipses three horizontal dots icon and select Preview.
   
4. From the preview panel, you can edit properties, activities, and attachments. 
   • To view the full record, click View record at the bottom of the panel. You’ll be navigated to the associated record.
   • To close the preview, click the X in the top right of the panel.

The preview sidebar shown for associated records is the same shown when previewing a record from the object home page. Learn how to customize default and team preview sidebars for each object.