Overview of the updated index page

In the updated index page, you can create, view, filter, and manage records across different tools. Use the sections and links below to navigate to specific actions and related articles.

You can verify if this article applies to your account by comparing your table to the image below. In your HubSpot account, navigate to CRM > Contacts.

Configure objects

• Understand objects and their relationships with HubSpot tools.
• Review your data model and activate objects.
• Understand associations.
• Understand how to prevent duplicate records.
• Learn how to import records.

Manage records on an index page

• Create records.
• View your records.
• Use the updated table view.
• Use the updated board view.
• Use the updated report, calendar, and gantt views.
• Manage pipeline-specific automations.

Filter records

• Create a saved view with custom filters.
• Customize and use quick filters.

Edit records on a record page

• Understand the record page layout.
• Edit a property value for a record.
• View the property history for an individual record.
• Log activities on a record.

Report on records

• Use the updated report viewer and dashboards.