How to View and Manage Lead Records in Hubspot
Working efficiently in Hubspot starts with understanding how to open, read, and use individual lead records. This guide walks you through each part of a lead record so you can quickly find data, take action, and collaborate with your team.
The instructions below are based on the official Hubspot documentation and explain every key area of the lead record page, from the header to the activity timeline.
Accessing Lead Records in Hubspot
To work with leads, you first need to open the correct record from your CRM database.
- In your Hubspot account, go to your Contacts tools.
- Use the index page to search or filter for the lead you want.
- Click the lead’s name to open the full lead record in a new view.
Once the record opens, you will see several key sections: header, left sidebar, middle timeline, and right sidebar.
Understanding the Hubspot Lead Header
The record header in Hubspot appears at the top of the page and gives you a quick summary of the lead.
Common elements include:
- Lead name and lifecycle stage for quick identification.
- Owner field to see who is responsible for the lead.
- Actions menu to delete, merge, or manage the record.
- Navigation arrows to move between records in the same view.
From here you can immediately tell who owns the lead and what stage of your pipeline they are in.
Hubspot Lead Left Sidebar: Properties Overview
The left sidebar focuses on lead properties and key details you rely on for qualification and follow-up.
Essential Hubspot Lead Properties
Typical properties include:
- Contact information such as email, phone number, and company.
- Lifecycle stage and lead status.
- Source data, like original source and latest source.
- Custom properties created to match your internal process.
You can customize which properties appear in this section to prioritize what matters most to your team.
Editing Lead Properties in Hubspot
- Hover over a property and click the edit icon.
- Update the value using the field options provided.
- Click Save to apply changes to the lead record.
Accurate and up-to-date properties improve reporting, segmentation, and automation quality.
Using the Hubspot Activity Timeline
The central timeline shows every interaction and change linked to the lead. This is where you track communication history and engagement.
Activity Types on the Timeline
The timeline can include many activity categories, such as:
- Emails sent, received, and logged.
- Calls placed or recorded.
- Meetings scheduled and completed.
- Tasks, notes, and comments.
- Form submissions and website activity.
- Workflow enrollment and automated updates.
Filtering the Hubspot Timeline
- Click the Activity filters above the timeline.
- Select or clear activity types to show only what you need.
- Use date or owner filters when available to narrow your view further.
Filtered activity views help you prepare faster for calls and emails by surfacing the most relevant interactions.
Working With Activities in Hubspot
Beyond viewing the timeline, you can create and manage activities directly from the lead record.
Logging and Creating Activities
From the top of the middle column, use the activity buttons to:
- Log a call with notes and outcome.
- Send or log an email to the lead.
- Schedule a meeting with calendar integration.
- Create a task for yourself or another owner.
- Add notes to capture context and decisions.
Each new activity appears on the timeline, creating a complete history of your relationship with the lead.
Editing and Pinning Timeline Events
To keep the most important items visible:
- Click the options menu on an activity in the timeline.
- Select Edit to adjust details such as outcome or notes.
- Choose Pin to keep key activities at the top of the record.
Pinned activities are especially useful for major calls, decisions, or agreements.
Hubspot Right Sidebar: Associations and Tools
The right sidebar contains related records and extra tools that add context to your lead.
Managing Associations in Hubspot
Associations help you see how the lead connects to other data in your CRM, including:
- Companies related to the lead.
- Deals that include this contact.
- Tickets if your support team has engaged the lead.
- Custom objects your organization uses.
Use the Add or Manage options in each card to create, remove, or update these relationships.
Using Additional Hubspot Tools in the Sidebar
Depending on your subscription, you may also see cards for:
- Lists that include the lead.
- Workflows the lead is enrolled in.
- Sequences for sales outreach.
- Playbooks for guided call scripts or discovery questions.
These tools let you act contextually without leaving the lead record.
Best Practices for Managing Leads in Hubspot
To keep your database clean and effective, apply these practices when working with lead records.
- Standardize data entry so properties stay consistent.
- Log all meaningful interactions in the activity timeline.
- Use lead status and lifecycle stages correctly for reporting accuracy.
- Pin critical activities so new team members can get up to speed quickly.
- Review associations often to keep deals and companies aligned.
Where to Learn More About Hubspot Lead Records
For complete reference details, view the official documentation on how to view a lead record in Hubspot’s knowledge base. You can also explore advanced CRM strategy tips and implementation support from partners like Consultevo.
By understanding each section of the lead record page and following the steps above, you will work faster and more accurately in your CRM, making the most of every opportunity in Hubspot.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
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