Optimize Your CRM: Customizing Contact Record Panels in HubSpot for Enhanced Data Visibility

Introduction

HubSpot offers a flexible and user-friendly interface that allows users to customize contact records to suit their unique business needs. By adjusting the left, middle, and right side panels of your contact records, you can ensure that the most relevant information is always at your fingertips. This tutorial will focus on enhancing the middle section of your contact records by adding a custom tab and property cards, providing you and your sales team with essential data in a more organized and accessible format.

Customizing the Middle Section of Contact Records

1. Accessing Record Customization:

   • Log into your HubSpot account and navigate to a contact record.
   • Click on the 'Customize' option to access the record customization settings.

2. Adding a New Tab:

   • In the customization settings, you'll find options to edit existing tabs or add new ones.
   • Create a new tab, such as "Last Activities," to focus on specific data points that are crucial for your sales process.

3. Creating Custom Property Cards:

   • Within your new tab, you can add custom cards to display specific properties.
   • For instance, create a card named "Last Activities" and add properties like 'Last Activity Date,' 'Last Marketing Email Open Date,' and 'Last Page Seen.'

4. Applying and Viewing Changes:

   • Save your changes and exit the customization settings.
   • Refresh your contact record to see the new tab and custom property cards in action, providing a streamlined view of vital contact activities.

Benefits of Customizing Contact Records

• Enhanced Data Accessibility: Custom tabs and cards allow you to prioritize and access the most relevant information quickly, improving efficiency and decision-making.
• Tailored Sales Approach: By focusing on specific activities or behaviors, sales teams can tailor their strategies and communications based on up-to-date contact insights.
• Improved Organization: Customization helps declutter contact records, making it easier for teams to navigate and extract necessary data without sifting through irrelevant details.

Customizing the panels within your HubSpot contact records is a powerful way to enhance your CRM's functionality and align it with your business's unique requirements. By adding custom tabs and property cards, you can ensure that your team has immediate access to the most pertinent information, fostering a more informed and responsive sales process. Embrace the flexibility of HubSpot's customization options and transform your contact records into a more effective tool for your business.