Training | HubSpot | How to Edit a Tab in a View

Purpose

This training explains how to edit, add, and customize tabs within a specific object view in HubSpot.
Learners will gain the ability to modify record views (such as Companies) by creating or adjusting tabs and cards to display relevant data. This is important for tailoring HubSpot views to different teams and improving usability and visibility.

Training Content

1. Navigate to HubSpot and go to Settings.

2. Locate and click the Engine button in the sidebar.

3. Scroll down and select the object you want to edit.

   • Example: Select Companies.

4. Within the Companies settings, go to Record Customization.

5. Find the view you want to edit.

   • Example: Default View, Coaching View, or Tech View.

6. Select the desired view (e.g., Coaching View).

7. To edit an existing tab:

   • Click on the tab you want to modify.

   • Adjust the cards displayed within that tab as needed.

8. To add a new tab:

   • Click Add Tab.

   • Name the new tab (e.g., “Test”).

   • The new tab will now appear in your view.

9. To add cards to a tab:

   • Click Add Card.

   • Choose the card type (e.g., Association Card).

   • Select the object type and add properties to show in the card.

   • Optional: Sort by a field, such as Billing CD.

10. Repeat these steps to adjust additional tabs or cards as needed.

11. Save your changes to apply them to the view.

12. Explore and experiment with different card configurations to customize your HubSpot views according to your workflow needs.

💡 Tip: Each card type offers different configuration options. Test them to find the layout that works best for your team.

Video Walkthrough:

https://drive.google.com/file/d/1u9wrfSlWiVHH5k88-Pa47v63uC_STj9z/view

Ownership

Technology Manager