One of the biggest complaints about HubSpot Leads used to be the lack of customization on the record preview—it was often just a "soup" of irrelevant data.
The Hack: Full Customization is Here!
You can now configure the lead record view to show exactly what your team needs, minimizing clicks and maximizing speed.
How to Access the Settings:
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Go to Settings (from any area in HubSpot).
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Navigate to Objects $\rightarrow$ Leads.
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Select Preview Customization.
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Click on the Default View to start editing.
Key Functionality Boosts:
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Association Cards: Add crucial contact and company details without clicking through to the main contact record.
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Reorder: Drag and drop recent activities, notes, and other cards to prioritize information.
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Conditional Logic: Set rules to show or hide cards based on known data (e.g., only show "Associated Contact" if a contact is known).
Watch the video walk through here:
By Chris Grant
