Edit Lead Views in HubSpot

[AlexMu]

We are using the new Sales Workspace and added custom properties to the Lead Object. Now we want to show those for all users.

While on other properties, it is possible to adjust the record layout within the settings for all users, it seems this is not possible on the lead layout. I only found the option to adjust the "Customize the 'Create Lead' form" and to add new properties on my individual level ("Customize Properties") but this does not affect other users.

Is there a way to adjust the layout for leads in the Sales Workspace?

[karstenkoehler · Accepted solution]

Hi @AlexMu,

No, this is not (yet) possible. The workspace is a fairly recent addition to HubSpot products so I would expect a lot more customization options in the future, but currently it is indeed limited to what you've listed.

Other users have requested this before:

https://community.hubspot.com/t5/HubSpot-Ideas/Global-View-for-Leads/idi-p/954752

https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-create-custom-views-within-leads/idi-p/908...

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

Have a great day!

[kennedyp]

Upvoted both! Thanks for the links, @karstenkoehler