Training | HubSpot | How to Edit Tabs in a Company or Contact Record

Purpose

This training explains how to edit, add, or delete tabs within a company or contact record in HubSpot.
Learners will understand how to customize the tab layout for specific use cases, such as for coaches or CCs, ensuring records display the most relevant information.

Training Content

1. In HubSpot, open any company or contact record.

2. Locate the tabs at the top of the record view (e.g., About, Activity, Notes, etc.).

3. On the right-hand side, click Customize.

4. This opens the Customization Settings page.

5. Determine which tab or view you need to edit (for example, a Coach or CC view).

6. Click the Coaching section to access those tabs.

7. To edit an existing tab, select it from the list.

8. To edit a tab’s content, hover over a card and click Add a Card to include new sections.

9. To create a new tab, select Create New Tab and enter a name.

10. To delete a tab, open the tab and click Delete.

11. You can also rename tabs directly from this screen.

12. Review your changes, and confirm that the layout matches your intended customization.

Video Walkthrough:

https://drive.google.com/file/d/1k5vphd75wlnBxiBNGHXrBjkZ4kic1BW2/view

Ownership

Technology Manager