Contacts and companies each have their own dashboard, where you can see a list of your records and additional details about them in a column view.
Navigate to your contacts dashboard by selecting Contacts > Contacts, or your companies dashboard under Contacts > Companies.
On the dashboard for either record, you can:
Hover over a contact or company in the dashboard and click Preview to open a sidebar menu of additional information on the record. You can also click on the contact or company name to open the record. Learn more about previewing and opening contact and company records in a later section of this guide.
The more contact and company records you have, the bigger your pool is for analyzing your records. A large sample size proves better for making an accurate analysis, which in turn will help you improve your business's ability to cater to the needs and interests of your contacts.
After clicking Create contact or Create company, fill in the information you know about the person or business in the right sidebar menu that appears. If you're creating a contact, Email, First name, and Last name will show by default. If you're creating a company record, Company domain name and Name will show by default. After filling in Email for contacts or Company domain name for companies, the additional properties specified in your property settings for contact or company creation will appear. When you're done, click Create contact/company or click Create and add another.
From the contacts or companies dashboard, hover over a contact or company and click Preview to see a quick view of the record.
Click the contact's or company's name to see the full record. Here you can see more information about the contact or company and the interactions they've had with your site. The About section on the left-hand side will show any default properties you've chosen to display here. Click View > View all properties to see all the information you have for the record.
You can also see other information stored in cards on the left-hand side of the record, such as an associated contact or company card, associated deals card, an attachments card, etc.
The right-hand side of the record is the timeline, showing all engagements for the contact or company. You can select which engagements you'd like to see on the timeline by clicking the Filter activity dropdown menu. There's a box above the timeline where you can interact with the contact or interact with one of a company's associated contacts, such as sending an email or placing a call.
Properties in HubSpot can be applied to individual contact records or companies associated with your contacts. They help you keep all the details you have on your contact and company records organized. With properties, you can also:
Please note: workflows are available for Marketing Professional and Enterprise and Sales Professional users only. Lists are available for Marketing Basic, Professional, and Enterprise users only.
Contact properties can be used to collect information on each individual contact, while company properties can be used to collect information about a group of contacts and their businesses. You can create custom properties and use your HubSpot default contact and company properties.
Properties are divided into several different property groups to help you organize information about your contacts and fields on your forms. The default contact property groups are:
The default company property groups are:
You can also view and export property history.
While you can edit the property itself, you can also edit the value of a property for a contact or company right from the record.
Navigate to you contacts or companies dashboard by selecting Contacts > Contacts or Contacts > Companies.
Click on the contact or company record you'd like to edit a property for. In the About section, you can click into a property, enter a new value, and then click Save.