Hi, I’m Darshan Hiranandani, Our company is transitioning from Salesforce to HubSpot, and I’m currently getting familiar with the platform. I have a couple of questions regarding customization that I hope someone here can help with.
Object Views: Is it possible to customize the object views in HubSpot, or are we limited to the default 3-column view?
Navigation: I’ve also been trying to adjust the navigation, but I can’t seem to find where to make those changes. Any guidance on this?
I’d appreciate any suggestions or tips on how to make these adjustments.
Hi @darshanhira23 ,
Thank you for sharing your concerns. We understand that transitioning from one CRM to another can bring about its own set of challenges.
Object Views Customization:
You can customize object views in HubSpot, but the structure is still within the framework of the default layout.
Customize Columns: You can add, remove, and rearrange columns in the object view (e.g., contacts, companies, deals, tickets).
To add any property as a column, select the property’s checkbox.
Save Custom Views: If you frequently use a specific filter or column setup, you can add quick filters and save it as a custom view for quick access.
2. Record View: The layout of individual records (e.g., a single contact or deal) follows a fixed 3-column structure. However, you can customize what appears in the Left Sidebar (properties) and the Right Sidebar (associated records, custom cards).
Click the settings
In the left sidebar menu, navigate to objects, then select the object for which you’d like to create a card.
Click the record customization tab.
Add or reorder the properties and custom cards as needed
3. Navigation Adjustments: HubSpot’s navigation is not fully customizable, but here’s what you can do:
Add Frequently Used Tools to Bookmarks
Permissions-Based Access
If you’re a Super Admin, you can control which tools are visible to users by managing their permissions in Settings > Users & Teams
Custom Views for Users
Let me know if you’d like help with specific customizations.
- While the 3-column view is commonly used, it is not the automatic default for all users. New users or those without customizations will see account-wide default settings, but views can be personalized, and Super Admins can set default tabs for objects.
For object list views, you can add or rearrange columns by clicking Edit columns in the table view. Select the properties you need, reorder them by dragging, and click Apply to save changes.
- Sidebar navigation on the home page cannot be customized (e.g., adding or reordering icons), as it’s designed for consistency across accounts. However, you can enhance navigation by
Use Bookmarks - Save frequently used menu items by bookmarking them; you can save up to ten secondary menu items in the Bookmarks section. To add a bookmark, hover over a menu item and click the bookmark icon, and to remove one, click the same icon in either the main menu or the Bookmarks section.
Keep Navigation Open: If you prefer the menu to remain visible, click the “Keep navigation open” icon at the bottom left to pin it open for quick access without hovering.
Explore Workspaces: Utilize workspaces to group specific tools for daily tasks, such as prospecting and activity feeds, to centralize activities and streamline workflows.
Understand Menu Categories: Familiarize yourself with major categories like CRM, Marketing, Content, Commerce, and Automations to quickly locate and access the tools you need.
Customize Through Permissions: If you have the correct permissions, adjust certain aspects of the sidebar’s contents via user settings to better align with your workflow.
For your reference to start familarising with the platform:
If this helps, feel free to mark it as the solution
