Account & Settings

AA-Ron
Contributor

Need assistance customizing the Right side CONTACT Preview in Sales Hub

SOLVE

When I open up the Sales Dashboard and click on leads, I can click the lead, and a preview window pops up. I found the way to modify this with no issues. The issue is if my reps click on the top of that card (the link to the contact) they will get another preview window that looks like the image below. I have looked everywhere (not everywhere, or I would have found it) but I have still have not found where to change this?

We have Sales Hub Enterprise with Ops Hub Pro as well 

AARon_0-1748016168594.png

Thank you, for your assistance.

Note: I found this in the community and it is not what I am looking for
https://community.hubspot.com/t5/Account-Settings/Right-sidebar-Customize-Contact-Preview-pane/m-p/7...

 

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1 Accepted solution
Jigar_Thakker
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Need assistance customizing the Right side CONTACT Preview in Sales Hub

SOLVE

Thank you for sharing a quick video, gives much clarity!

Unfortunately the view you are referring is set by default and there's not a way to modify it for now but can be checked if raised or submit an new idea here for HubSpot as feature request.

View solution in original post

4 Replies 4
AA-Ron
Contributor

Need assistance customizing the Right side CONTACT Preview in Sales Hub

SOLVE

@Jigar_Thakker 
Will this also work for the Contact preview? I have already modified the lead preview, and this is a different view from the lead preview.

here is a quick video to assist
https://app.screencast.com/nWdPPALZ2wG3g 

0 Upvotes
Jigar_Thakker
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Need assistance customizing the Right side CONTACT Preview in Sales Hub

SOLVE

Thank you for sharing a quick video, gives much clarity!

Unfortunately the view you are referring is set by default and there's not a way to modify it for now but can be checked if raised or submit an new idea here for HubSpot as feature request.

AA-Ron
Contributor

Need assistance customizing the Right side CONTACT Preview in Sales Hub

SOLVE
Jigar_Thakker
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Need assistance customizing the Right side CONTACT Preview in Sales Hub

SOLVE

Hi @AA-Ron ,

To customise the preview you're referring to when clicking into a lead from Sales Workspace , follow these steps

  • Go to Sales Workspace > Leads > Click on any lead to open the preview panel
  • In the " About this lead" Section on the right side click on the settings ( gear) icon beside it


Sales workspace SS.png

 

 

This will lead you to customise your preview. If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

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