Custom Object Views by Lifecycle Stage / Pipeline / Property?

Data Hub đź’¬ RevOps Discussions
1

I saw that you can create separate “Views” by Team. Is there any way to create separate Views based on the object itself? (I’m not talking about the table/list view, I’m talking about when you look at the Object Record)

Examples:

  • Deals in different pipelines are very different and it would be helpful to display different properties on their pages
  • We have multiple Company types (listed in a custom property), and they each have very different properties
  • Contacts have different required properties based on their Lifecycle Stage

In Salesforce, you can create different Views based on Record Type and you can add page filters to only display properties under certain conditions. Does Hubspot have any way to customize the Object Record page beyond one-view-per-team?

2

Hi @BKrauth,

Yes, you can define this, depending on your subscription, in the record customization options: Customize records

For example, you can set up conditional sidebar sections as shown below:

karstenkoehler_0-1726150312519.png
karstenkoehler_0-1726150312519.png1742Ă—1263 269 KB

Best regards!

3

Thanks! How do I use a conditional section in the main center column? We have a LOT of properties that would be too many to fit on the small left hand column

4

@BKrauth as far as I can tell, that’s not possible. You would have to place these in the left sidebar.