Understand the updated record default layout

The default views for contacts, companies, deals, and tickets use an updated layout that organizes information into tabs and sections. Depending on your subscription, the layout includes default tabs such as About, Activities, Catch-up, Intelligence, and Revenue. Each tab contains cards that display information (e.g., activity history, associated revenue data), depending on the object and your account setup.

Before you get started

Viewing the record layout depends on your account's current configuration:

• If you haven't customized your records:

  • You automatically get the new layout starting at the end of March 2026.

  • You can opt out of the new layout starting in early March 2026. If you opt out, you must manually reset your customizations to view the updated layout and features.

• If you have customized your records:

  • Your existing custom layout remains unchanged.

  • You must manually reset your customizations to view the updated layout and features starting at the end of March 2026.

Reset your record layout

To access the updated record layout for contacts and companies:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar, click the Objects dropdown menu and select the object for which you want to change the layout (e.g., Contacts, Companies).
3. Click the Record Customization tab.
4. In the Default view row, click the ellipsesIcon three horizontal dots icon and select Reset default view.
   
   
5. In the dialog box, click Reset view.

Please note: once you reset a customized view to the system defaults, you cannot undo this action.

Overview of the record layout

A record contains three main areas: the left sidebar, middle column, and right sidebar. This layout provides an overview of a record, with information organized by type into distinct sections. Each section contains default cards. You can also add custom cards to each area.

Left sidebar

Highlight section: displays the primary and secondary display properties in the upper left of the record (e.g., name, email). You can also take actions on the record or log activities.

Key information/Details: displays properties relevant to the record (e.g., type, Lifecycle Stage). You can add properties displayed on the card.

Free tools and Starter

Professional and Enterprise

Middle column

About: displays a view of the customer journey, including Breeze record summary, key properties, signals, communication subscriptions, and feedback (e.g., NPS and CSAT) cards.

Activities: displays a timeline of activities and engagements on the record (e.g.,logged activities, pipeline stage changes, form submissions, and analytic events). Filter by date range, activity owner, activity properties (e.g., Meeting outcome), and teams. Learn more about the activity timeline.

Catch-up: displays insights, health, and data quality specific to the selected contact or company. The insights are generated by Breeze using logged activities (e.g., emails, notes). The Health section displays contact or company sentiment, challenges, and positive feedback. The Data quality section displays key properties with missing values (e.g., Phone number) and any detected duplicates.

Revenue: displays commerce objects associated with the record, such as quotes, invoices, and subscriptions. You can also view customer lifetime value and revenue attribution report cards.

Click the image to expand it.

Click the image to expand it.

Intelligence: displays data enrichment and website visit-based insights for companies, and data enrichment, associated company details, and contact outreach data for contacts. Learn more about the Intelligence tab.

Right sidebar

Associations: displays previews of associated records. You can also add, edit, or remove associated records.

Attachments: displays uploaded files and non-inline attachments sent from one-to-one CRM emails.

Manage record customization

For each area of a record, you can add pre-built cards or create custom ones, depending on your business needs. On the middle column, you can also add collapsible sections and side-by-side cards.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. Customize your records.
3. Hover over the middle column and click Add section.
   
   
4. In the section, click Add card to add cards to the section. You can also drag existing middle column cards to the section.
5. Drag a card on top of another card to select its position, such as side-by-side in a grid view.
   
   
6. When you're finished, click Save and exit.