View a company record summary

To quickly access an overview of a company's key details, you can add the Company Summary card to the middle column tabs of company records. The summary includes data about the company's activities, stakeholders, lifecycle stage, and associated deal, product, and ticket information. This enables you to get important context about your companies without having to navigate to multiple areas of the record.

There is a default Company Summary card that can be added to record views, but you can also create custom company summary cards to display specific information.

Add a summary card to a record view

Users must have Customize record page layout or Super Admin permissions to customize a record view. You can add company summary cards only on company records.

If you've never customized your company record views, the standard Company summary card will be added by default. If you've previously customized a view, you'll need to manually add summary cards.

To add a company summary card:

• Navigate to the record view editor for companies.
• On the middle column, navigate to the tab you want the card on (i.e. Overview or a custom tab), then click Add cards.
• Select the checkbox of the default Company Summary card or a custom company summary card.

• To change the order the card appears in on the record, click and drag the card to its desired position.
• In the top right, click Save and Exit to apply your changes.

Learn more about customizing records.

Create a custom company summary card

You can create custom company summary cards to select which details to display and filter the included tickets.

• Create a Company summary card.
• By default, all sections of the summary are included on the card. To hide a section, toggle the switch off.
• For the Key Tickets section, by default, the most recently created tickets are shown. To customize which tickets are shown:
  • To set criteria that decide which tickets to display, click Manage filters. Add your criteria, then click the X to close the filters panel.
  • To set how the tickets are sorted, select the property to sort by, then select the sort order, either sortAmtAsc ascending or sortAmtDesc descending.

• Click Save to add the card.

• In the top right, click Save and Exit to apply your changes.
  

Learn more about creating custom cards.

View a company summary

Once you've added a company summary card to your company records, to view the summary:

• In your HubSpot account, navigate to CRM > Companies.
• Click the name of a company.
• In the middle column, navigate to the default Company Summary card or a custom summary card.

• Quick Context: a text property you can use to add notes about the company. Click the field, enter your text in the editor, then click Done. You can also view and edit the text via the Quick context property.
• Activity Summary: to generate an AI summary of activities associated with the company, click Summarize.
• Frequently Contacted: the associated contacts with which you most often communicate. To preview a contact, hover over the contact name, then click the view preview icon. To view the contact's record, click the contact's name.
• Company Profile: the company's lifecycle stage, total amount from closed deals, and the most recent close date for associated deals. To view the history of changes to the lifecycle stage, click History details.
• Products: the products a company bought through a closed deal or expressed interest in through an open deal. To view all products included on associated deals, click View all [x] products.
• Key Tickets: by default, the most recently created open tickets. If you create a custom company summary card, you can filter which tickets should appear. To preview a ticket, hover over the ticket name, then click Preview. To view the ticket record, click the ticket's name. To view all associated tickets, click View a full list of tickets.

Learn more about using cards on records.