View and filter records in the updated index page

Most objects include updated index pages where records can be filtered, segmented, and organized into saved views. Filters allow you to view only certain records or create reusable displays.

Please note: this article applies to Free and Starter accounts created after March 30, 2026. If you have a Professional or Enterprise subscription, refer to the view and filter records article.

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.

View an index page

On an object index page, you can view all the object’s records, view specific records in saved views, customize the appearance of the displayed view type (e.g., board, table), and take actions on displayed records. 

To navigate to each object’s index page:

• Contacts: In your HubSpot account, navigate to CRM > Contacts.
• Companies: In your HubSpot account, navigate to CRM > Companies.
• Deals: In your HubSpot account, navigate to CRM > Deals.
• Tickets: In your HubSpot account, navigate to CRM > Tickets.
• Appointments (if activated): In your HubSpot account, navigate to CRM > Appointments.
• Courses (if activated): In your HubSpot account, navigate to CRM > Courses.
• Listings (if activated): In your HubSpot account, navigate to CRM > Listings.
• Services (if activated): In your HubSpot account, navigate to CRM > Services.
• Projects (if activated): In your HubSpot account, navigate to CRM > Projects.
• Calls: In your HubSpot account, navigate to CRM > Calls.
• Forms: In your HubSpot account, navigate to Marketing > Forms.
• Payments:In your HubSpot account, navigate to Commerce > Payments.
• Products: In your HubSpot account, navigate to Commerce > Products.
• Subscriptions: In your HubSpot account, navigate to Commerce > Subscriptions.
• Emails: In your HubSpot account, navigate to CRM > Contacts, then click the Contacts dropdown menu and select Emails.
• Communications: In your HubSpot account, navigate to CRM > Contacts, then click the Contacts dropdown menu and select Communications. This index page displays LinkedIn, SMS, and WhatsApp messages.

Access records in a saved view

You can organize records with filters and save them as view tabs to revisit later. You can access pre-built default HubSpot views and custom views you or others in your account have created.

To open a saved view and interact with records:

1. Navigate to your records.
2. Click the name of a view tab (e.g., My deals). 
3. If a view tab isn't displayed:
   • Click the + add view icon and select Add view.
   • In the pop-up box, select a view, then click Add. Learn more about creating custom saved views.
4. Hover on a record and click Preview to preview a record.
5. Click the record’s name to open the full record.

Learn more about how to edit an individual record or create and manage saved view tabs.

Filter records in the updated index pages

For each object, you can partition records based on the properties of the selected object. If you’re looking for more ways to filter records, learn about the differences between saved views and segments.

1. Navigate to your records or a specific view.
2. Click a property dropdown menu and select filter criteria to use quick filters. Learn how to configure quick filters.
3. Click Advanced filters to set filters using the object's properties and custom logic. In the right panel:
   
   • If the view doesn't have existing filters, click Add filter to set up the first filter. If the view has existing filters, click the name of a property to edit it.
   • Click Add filter to add a filter to the existing AND group. When you set a filter with AND, records must meet all of the criteria in the filter group to be included.
   • Click Add filter group to add a filter to a new OR group. When you select OR, the records must meet the criteria in at least one filter group to be included.
   • Select the property you want to filter by and set criteria for the property.
   • For existing filters you can:
     • Click the duplicate clone icon above the group. When you clone a group, the new duplicate group will follow OR logic.
     • Click the delete delete icon in the top right of the filter to delete an individual filter within a group.
     • Click the delete delete icon next to the group name to delete the entire group.
   • Once you’re finished, click the X in the top right corner. Your filters will be applied, but you must save the view for the filters to remain after a page refresh.
4. In the bottom right, click Save to save your filters as a saved view tab. You can also click the duplicate clone icon to copy your changes into a new saved view.

Learn more about creating and managing saved views.

Select filter criteria

Learn which filter options to use to create your desired partition of records.