HubSpot
HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.
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How to customize the properties shown on records in HubSpot

Here is how to customize the properties shown on records in hubspot

  1. First, click on "CRM" in the left sidebar and select the object based on the records you want to edit (Contacts, Companies, Deals, or Tickets)
  2. Then hover over the record and click "Preview" to view the preview sidebar
  3. Next click on the "Actions" button in the top-right corner of the contact preview panel
  4. In the actions dropdown menu, click on "Customize Properties"
  5. Click on the "Add properties" dropdown button in the properties editor
  6. Then use the search box or or scroll to search for the properties you want
  7. Select the desired properties from the available list
  8. The selected properties will be added and displayed in the properties list
  9. Drag and drop properties to arrange their order
  10. Finally, click "Save" to apply and save changes

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Why should you customize the properties shown on records in HubSpot

HubSpot is a versatile platform designed to enhance customer relationship management and grow businesses seamlessly.

Customizing the properties shown on records in HubSpot empowers users to tailor their dashboard view to suit their unique business needs. By focusing on the most relevant data, you can streamline workflow and improve efficiency.

This feature is particularly beneficial as it allows for greater focus and clarity, ensuring that decision-making is based on the most pertinent information available.

Ultimately, it enhances productivity by making data management intuitive and accessible.

Last update
February 6, 2026
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