Training | HubSpot | Index Customization: What It Is and How to Edit It
Purpose
This training explains what Index Customization means in HubSpot and how to access and edit it.
Learners will understand that index customization refers to how HubSpot organizes and displays data — such as companies, contacts, deals, or subscriptions — through views.
By the end of this guide, you’ll know how to adjust these settings to control how information is sorted and displayed.
Training Content
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Understand what Index Customization means:
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The word index refers to how HubSpot sorts and displays data for each object (e.g., companies, contacts, or deals).
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Each object’s index customization defines what columns or fields appear in a view and how those records are organized.
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Example: For the Company object, index customization determines how company records are listed and viewed.
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Accessing Index Customization in HubSpot:
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In HubSpot, click the Settings gear icon in the top-right corner.
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In the left-hand sidebar, scroll down to Data Management.
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Expand the Objects section.
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Select the object you want to customize (e.g., Companies).
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At the top of the page, click Index Customization.
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Editing Index Customization:
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Once in the Index Customization area, you can view and manage all the views associated with that object.
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Click All Views to see every saved view for the object.
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Select Default View Customization to configure the default columns, filters, or display preferences for that object’s main index page.
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Choose which fields you want to appear by default in your company or contact list view.
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Save your changes when finished.
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Summary:
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Index Customization = View Management.
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It controls which data fields appear and how they’re organized for each object type.
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Adjusting index customization helps teams display the most relevant data for their work.
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Video Walkthrough:
https://drive.google.com/file/d/1ollZBWjO8yMCCshNNvG-C4Oj-zZjEEkp/view?usp=sharing
Ownership
Technology Manager