Understand the updated record default layout

The default views for contact and company records use an updated layout that organizes record information into tabs and sections. The layout includes default tabs such as About, Activities, Revenue, and Intelligence. Each tab contains cards that surface record properties, activity history, associated revenue data, and insights, 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 in the middle of Feb. 2026.

  • You can opt out of the new layout starting late Jan. 2026. If you opt out, you must manually reset your customizations to view the update 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 in the middle of Feb. 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 you want to change the layout for (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

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

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

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 data such as logged activity, property updates, integration app updates, and analytic events. Learn more about the activity timeline.

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.

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

Click the image to expand it.

Click the image to expand it.

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 in 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.