View all lifecycle stage of all contacts

Smart CRM & Sales Hub CRM
1

Hi

Im new to Hubspot and just trying it out whilst we decide on a new CRM. At this stage we are only using it as a CRM.

I want to view all lifecycle stages in one dashboard and see all contacts/or companies that are currently in each stage.

Similar to the dashboard for deals but I cant see how to do it for lifecycle stage.

Is this an option?

2

Hi @EMcKenna,

This is possible with a beta that you can find under Settings > Product updates > All > Enhanced board experience and Board View for Contacts & Companies:

Enhanced board experience and Board View for Contacts & Companies

What is it?

This update brings you both:

  1. The option to see your contact and company records in a board view, and
  2. A redesigned board experience across all objects with a board view--including deals and tickets

Here’s what you’ll find:

  • Board View for Contacts & Companies: See your records organized by lifecycle stages for a real-time, actionable view
  • Faster Scanning: Enjoy a streamlined board and card design for quick prioritization
  • Personalized Views: Add up to 2 extra properties and reorder for your needs (applies to each user)
  • Quick Actions: Take immediate action directly from board cards without leaving the board

See Loom for a walkthrough.

Why does it matter?

The new contact and company board views offer a visual pulse on your customer lifecycle journey, empowering you to:

  • Proactively manage relationships
  • Spot opportunities
  • Make data-driven decisions

The enhanced experience will boost user productivity with a clearer, more efficient, and personalized board view. Users can scan faster, prioritize better, and customize their own view with 2 extra properties. Admins can now edit card settings directly on the board, eliminating the need to navigate to a separate settings page and saving time.

How does it work?

To access the new board view for Contacts and/or Companies, navigate to your object index page:

  • CRM > Contacts
  • CRM > Companies

Click the board icon in the upper left corner of the page.

To customize your board experience:

  • Go to your CRM board (left menu, select a CRM object)
  • Click “Board options” (top right) or hover over a card and use the dropdown (top right)
    • Admins: Choose Edit cards (for all users) or Edit cards (for your view)
    • Users: Choose Edit cards (for your view)
  • Customize card sections:
    • Properties: Admins (select up to 4), Users (add up to 2 extra, reorder)
    • Priority: Toggle on/off color-coded tags and priority dot
    • Associations: Customize displayed associations
    • Activities: Customize displayed activities

Who gets it?

All hubs and tiers

Best regards!