Use the updated record default layout

Please note: to use the updated record default layout, you must be opted in to the Universal record page private beta. 

The default views for contacts, companies, deals, and tickets use an updated record default layout that opens in a new two column layout. The record header displays important information at the top, while properties, associations, and activities are organized into tabs and sections below.

Depending on your subscription, the layout includes default tabs such as Overview, Activities, Intelligence, and Revenue. Each tab contains cards that display information (e.g., activity timeline, associated revenue data), depending on the object and your account setup.

Each record page has three areas: the page header, the main workspace, and the right sidebar. You can customize property lists and associations directly on the record page. In edit mode, you can add, remove, and reorder cards without going to settings. You can also add and customize sections and tabs.

You can switch back to the classic experience at any time by clicking View classic experience in the header.

Before you get started

Viewing the updated record layout depends on the configuration of your account:

• Existing customers with a Free or Starter account can opt in to the Universal record page private beta.
• If you are not enrolled in the Universal record page private beta, refer to Understand and use the record default layout instead.

Navigate the universal record page header

When you navigate to a record page, you will see the following:

• Displayed properties: displays properties at the top of the record (e.g., name, email). Admins can select up to five properties to display and arrange them in your preferred order.
  
  
• Avatar image (companies and contacts only): displays a photo or icon for the company or contact record. You can upload a photo from your files.
  
  
• Activities: includes two activity buttons in the header for quick access. You can also select an activity from additional activity options to create a new activity or log a past one.
  
  
• Actions: opens a dropdown menu with actions you can take on the record, such as customizing the record page, viewing property history, or reviewing associations.
  
  
• Record tag: displays the type of record you’re viewing (e.g., Contact, Deal).
  
  
• Pagination: use the arrows at the top of the record to navigate between records.
  
  
• Navigation path breadcrumbs: displays the pages you previously visited in the current navigation path. Select a page name to return to that page.
  
  

Learn how to customize the header below.

Customize the header

1. Navigate to an object index page (e.g., In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.). 
2. Click the name of the record you want to work with.
3. To change the values of properties in the page header:
   • Hover over the properties, and click the edit icon.
     
     
   • In the pop-up box, adjust the values as needed.
   • Click outside the pop-up box to save your changes.
4. To change which properties are displayed in the page header:
   • Hover over the properties, and click the settings icon.
     
     
   • In the pop-up box, click Add properties to add a property to the header. To change a property, click its name, then select a different property from the dropdown menu.
     
     
   • To reorder the properties, click and drag a property into the desired location.
   • To remove a property, click the X icon next to it.
   • To display labels next to property values, select the Show labels checkbox. After selecting Show labels, you can select the Show empty properties checkbox to display properties without a value.
   • Click Save changes.
5. To edit the image:
   • Hover over the image and click the edit icon.
   • In the dialog box, click Choose file to upload an image.
   • Click Confirm.
6. To change the activity buttons displayed:
   • Click the + icon, then select Reorder activity buttons.
   • Select the activities to display from the Activity 1 and Activity 2 dropdown menus.
   • Click Save.
7. To create or log an activity, click the + icon and select an option.
8. To take additional actions on the record, click Actions, then select from the following options:
   • Customize page: click to open edit mode. You can edit card configurations, reorder cards, create cards and sections, and create custom tabs in both the main workspace and right sidebar menu. You can also switch between views and create new views. Learn more about managing record customization.
   • Follow/Unfollow: click to follow/unfollow the record. By default, you follow all records you own. By following a record, you'll receive notifications on updates to the record.
   • View all properties: click to view a list of the record's properties. The list is grouped by the property configuration (e.g., Contact information, Email information).
   • View property history: click to view a table displaying the history of the record's property values. The table includes data such as the property name, change source (e.g., name of a user or workflow), and timestamp.
   • View association history: click to view a table displaying the history of the record's associated records and engagements.
   • Review associations: click to view a table displaying the current associated records. You can filter by object or association label and bulk remove associations.
   • Summarize: click to view a summary of the record generated by Breeze Assistant. In the right panel, review the summary and any suggested next actions.
   • Search in Google: for contacts and companies, click to search the record's name on Google.
   • Opt out of email: for contacts, click to turn off email communication with the contact's email address.
   • Restore activity: click to view and restore associated engagements that were deleted within the last 90 days.
   • View record access: click to view which users and teams can view or edit the record. Learn more about managing record access.
   • Merge: click to merge the record with another. Learn more about what happens when you merge a record.
   • Clone: click to clone the record. Learn more about cloning records.
   • Delete: click to delete the record. Learn more about the data lost during a deletion.
   • Export contact data: for contacts, click to export the contact's personal data.
9. To return to the classic record experience, click View classic experience. To return to the updated layout, reopen the record.

Navigate the main workspace

The main workspace is where you can review a record’s details, activity timeline, associated revenue, and available data enrichment. Select the relevant tab to review insights, manage activities, and access information associated with the record. You can customize the main workspace to surface the cards, tabs, and sections that are most relevant to you. Learn how to manage record customization.

• Overview: depending on the object, the Overview tab displays two default collapsable sections: Summary and Health. The Summary section includes insights generated by HubSpot’s AI using activities (e.g., emails, notes). The Health section displays sentiment, challenges, and positive feedback.
  
  
  

• 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. View by activity type (e.g., emails, calls, tasks), create a future activity, or log a past activity. User avatars show you who on your team logged or updated an activity, and contact and company avatars are also visible. Engagements (e.g. Calls, Meetings, Notes, Email, etc.) show a preview and all other activities are condensed by default. Expand any engagement or activity to see more details. Learn more about the activity timeline in the classic experience.
• Revenue: displays commerce objects associated with the record, such as quotes, invoices, and subscriptions. The Revenue tab includes three default collapsable sections: Quote-to-cash, e-Commerce, and Signals. You can also view customer lifetime value and revenue attribution report cards.
• 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 in the classic experience.

Use the main workspace

1. Navigate to an object index page (e.g., In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.).
2. Click the name of the record you want to work with.
3. Click the Activities tab.
4. To manage the display of activities:
   • Change activity display: above the timeline, click a quick filter (e.g., Emails, Notes) to view only certain activities. For example, on the Email toggle, you can log and send a one-to-one email, or review previously sent and received one-to-one emails. Marketing emails don't appear here. To display all activities, click the All activities tab.
   • Search for an activity: at the top of the timeline, click the search icon and enter search terms to search for a specific activity. The results returned are based on terms in the following activity fields: call notes, communication body, email subject, meeting description, note body, postal mail body, task notes, and task title.
   • Filter all activities: at the top of the timeline, click a property dropdown menu to filter displayed activities (e.g., Activity assigned to, All time).
   • Manage existing activities: click an activity to expand its details and comments. Click the three vertical dots icon, then select from additional options: view all properties, history, copy link, share, or delete. To pin an activity, click the pin icon.

Navigate the right sidebar

In the tabbed right sidebar, you can review key information about a record, view associated records, and upload attachments. You can also customize the sidebar to change the properties displayed on cards and surface the cards and tabs most relevant to you. Learn how to manage record customization.

• Key information/About this [object name]: displays properties relevant to the record (e.g., type, Lifecycle Stage). You can customize the properties displayed and edit their values for the record.

• 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. You can add an attachment from your computer or from an existing file in HubSpot.

Use the right sidebar

1. Navigate to an object index page (e.g., In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.).
2. Click the name of the record you want to work with.
3. In the right sidebar, you will see a list of record cards (e.g., Deals, Tickets) associated with the record you are on. If the card is collapsed, click the right arrow icon to expand it.
4. To edit a record card, hover over the card of the record you want to customize (e.g., Deals, Tickets), then click the settings icon to open the Edit Card panel. You can edit the following options:
   
   • Card title: edit the card title as needed.
   • Properties: select the properties that should appear on the card. Click Add properties to add properties to the card or click the property dropdown menu to change an existing property. You can add up to six properties. To remove a property, click the X icon next to it. To reorder the properties, click and drag them into place.
   • Filter: select the criteria that records must meet to appear on the card (e.g., Company name is known). These filters apply before any configured quick filters. Click Manage filters, then click + Add filter and select a property from the dropdown menu. Select an operator (e.g., is any, is more than), and then select the filter value.
   • Quick filters: select the properties that you can filter by in addition to base filters. You can add up to five quick filters.
   • Sort by: click the Sort by dropdown menu and select an option to sort by specific properties (e.g., Close date on a deals association card). You can sort by standard and custom preview properties.
     
     
5. Once finished, click Save.
6. To rearrange the order of the cards, click and drag the card.
7. To change how associations are displayed, click the three horizontal dots icon on a card, then select an option:
   • List: expand the cards to view more information in a list view.
   • Chips: condense the cards to view information in a shortened, at-a-glance view.

To use the Attachments tab:

1. Navigate to an object index page (e.g., In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.).
2. Click the name of the record you want to work with.
3. In the right sidebar menu, click the Attachments tab.
4. If you are enrolled in the Focused Attachments on CRM Records private beta, you can change how attachments are displayed. Click the Focused dropdown menu, then select an option:
   • Focused: shows the most relevant attachments only and hides low signal files.
   • Display all: shows all files, regardless of file assessment.
5. To add an attachment, click the Add dropdown menu, then select Your computer or Existing file in HubSpot.
6. Click View all attachments to open the Attachments right panel.
7. Select filters to filter your attachments by file type or source type. You can also search for an attachment using the search field.
8. To take action on a single attachment, hover over it, and click the Actions dropdown menu, then select Rename, Download, View file, Always show, or Remove.
9. To take actions on multiple attachments, select the checkboxes next to the attachment names, then select an action.
10. Click Done to save your changes.
11. To collapse the right sidebar menu, click the show or hide side panel icon next to the sidebar menu. This opens the main workspace as a full-screen display.
    
    

Learn more about adding and editing associations on records or adding and managing attachments.

Manage record customization

Edit mode allows Admins to customize the record layout for both the main workspace and the right sidebar menu. On the main workspace you can customize the Overview tab and the Revenue tab. On the right sidebar menu you can customize the Details tab and the Attachments tab.

In the record editor you can:

• Edit card configurations
• Reorder cards
• Add cards, sections, and custom tabs
• Switch between views and create new views

To customize the record page:

1. Navigate to an object index page (e.g., In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.).

2. Click the name of the record you want to work with.
3. Click the Actions dropdown menu, then select Customize page.
4. At the top, click the view dropdown menu next to Customizing to select the view you want to edit.
5. To give teams access to this view, click the + icon.
   
   
6. To add a section to the main workspace, click + Section at the bottom of the page.
7. Customize the new section:
   • Enter a name for the section.
   • Click Add card to add cards to the section or drag existing main workspace cards into the section.
8. To remove a section, click the three horizontal dots icon, then click Remove section.
9. To add a card to the main workspace, click + Card. To add a card to the right sidebar menu, click + Sidebar card.
10. In the right panel, select a tab:
    • New card: click the New card tab to create a new card. Select a card option (e.g., Activities, Agent, Association card), fill in the required information, then click Save.
    • My cards: click the My cards tab to add an existing card. On your chosen card, click + Add card to have it appear on your record page.
    • App cards: click the App cards tab to add a card from a connected app. Click Discover app cards to view and select a card.
11. To publish and exit the record page, click Publish and exit. To stay in the card editor, click the down arrow next to Publish and exit, then click Publish.