I have some properties on the company page. In the example below, I have created a group, Company Structure. I want to have this be its own tab next to Activities. Is this possible? If so, how can I do it?
(I am a newbie to HubSpot, so that any detailed instructions would be helpful.)
Hi @VHosamane,
You can customize company record layout under Settings > Objects > Companies > tab Record Customization:
By clicking on Customize the additional tab and Customize data highlights, you’re able to adjust the existing Overview tab.
Best regards!
Hello Karsten,
Thank you for getting back to me. The HubSpot version I have is missing this option (customize the additional tab) in the Companies > Record Customization. Is this because I am on a different version, and am I missing anything preventing me from customizing HubSpot? Any insight would be greatly appreciated. Attached below is what I see in the record customization.
Thanks,
Vinay Hosamane
Hi @VHosamane,
This is currently in beta. You might be able to opt in by clicking your profile photo in the top right corner > Product updates > Betas > search for the beta below:
Best regards!
Hello! If I cannot find this in the Beta section, does it mean its no longer being tested and won’t be implemented as a feature? @karstenkoehler