Academy Short | How To Configure CRM Records Using the Record Page Editor

BérangèreL
by: Community Manager
Community Manager

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Ready to make your CRM records truly actionable? Stop sifting through irrelevant data and streamline access for every team in your organization!

In our latest Academy On-the-Go video, join HubSpot Instructor Jorie Munroe (@JorieMunroe) as they explain how to customize your CRM record layouts using the powerful Record Page Editor.

You'll learn how to organize properties into custom sections, create team-specific record views to show targeted data, and configure advanced features like conditional logic to display information only when certain criteria are met.

This guide is essential for making your contact, deal, and company records more efficient and accessible for all users.


Watch the full video to optimize your CRM record views today! 

👉 How To Configure CRM Records Using the Record Page Editor