How to Use Record Cards in HubSpot

Record cards in HubSpot help your team quickly see the most important information without opening every record in full. By configuring these compact views properly, you can surface key details, trigger faster actions, and keep your pipeline organized and efficient.

This guide explains how record cards work on object records, how to customize them for different teams, and how to get more from your workspace using the options available in your portal.

What Are Record Cards in HubSpot?

Record cards are small, configurable panels that display essential data about a contact, company, deal, ticket, or custom object. They appear in certain tools and workspaces so your teams can understand context at a glance.

Depending on your subscription, these cards can be configured by users with the right permissions so that different groups see the data that matters most to them.

Where Record Cards Appear in HubSpot

Record cards surface across several views and tools so you can compare or act on multiple records at once.

HubSpot cards in index pages

On index pages for contacts, companies, deals, tickets, and custom objects, you may see record cards when you switch to a board or other visual view. Cards typically show high-level fields like:

• Record name (for example, Contact name or Deal name)
• Owner
• Lifecycle or pipeline stage
• Key dates or custom properties

These cards help teams quickly scan records, drag items between stages, and open full records only when needed.

HubSpot cards in the object board view

In board views for pipelines, each column shows record cards representing deals, tickets, or other workflow items. These cards often include:

• Stage or status
• Amount or priority
• Close date or due date
• Associated company or contact

This makes it easy for teams to review pipeline health and adjust priorities directly from the board.

Access and Permissions for Record Cards in HubSpot

Only specific users can configure record cards. The exact permissions depend on your subscription level and object access settings, but typically include:

• Access to the object type (e.g., Deals, Tickets)
• Permission to edit object definitions or views
• Depending on your plan, access to customize record sidebars or layouts

If you do not see configuration options when viewing cards, contact your administrator so they can confirm your permissions or adjust card settings on your behalf.

How to Configure Record Cards in HubSpot

When allowed by your subscription, you can configure which properties display on a record card and how they are ordered. The exact interface may differ slightly depending on object type, but the general process is similar.

Step-by-step: Edit card properties

1. Open the relevant object index or board view.

2. Locate a record card and look for a layout or customize option (for example, a Customize button or settings icon).

3. Select the configuration or layout editor to open the panel for card properties.

4. In the layout panel, choose which properties to show on the card. You can typically:

   • Add a property to the card
   • Remove a property from the card
   • Change the order of the properties

5. Apply your changes. Depending on your settings, this layout may apply to:

   • Only you (personal view)
   • A team or group of users
   • All users for that object

After saving, refresh the view if needed so that updated fields appear on every card.

Optimize HubSpot record cards for different teams

To keep cards clean and actionable, limit the number of fields and tailor them to the job each team needs to do.

• Sales teams: Highlight deal amount, close date, stage, and decision-maker.
• Service teams: Focus on ticket status, priority, last reply date, and SLA-related fields.
• Marketing teams: Raise lifecycle stage, lead status, recent conversion, and key segmentation fields.

Because card space is limited, prioritize properties that drive decisions rather than purely informational details.

Using HubSpot Record Cards for Everyday Work

Once configured, record cards become a central part of daily workflows across sales, service, and operations.

Manage deals and tickets faster with HubSpot

On deal and ticket boards, you can quickly manage work using cards without opening each record:

• Drag cards between stages or statuses
• Scan for records missing owners or amounts
• Identify stalled items by close date or last activity

This reduces the number of clicks and helps keep pipelines clean and up to date.

Review contact and company data at a glance

When contact or company cards display lifecycle, recent activity, or custom scoring fields, your team can decide quickly which records to open, call, or enroll in automation. This makes lists and views more actionable and shortens response times.

Best Practices for Configuring HubSpot Record Cards

To get the most from card configuration, follow these practical tips.

Keep HubSpot card layouts simple

Overloaded cards are difficult to scan. Restrict each card to just the properties that answer these questions:

• What is this record?
• How important is it?
• What should I do next?

If a property does not directly support those answers, consider removing it from the card and keeping it on the full record view instead.

Align cards with your workflows

Before editing cards, document what each team needs to see at each stage of a pipeline. For example:

• Early-stage deals may emphasize qualification details.
• Mid-stage deals may stress next steps and stakeholders.
• Late-stage deals may focus on close date, amount, and approvals.

Using this approach, you can design different views or pipelines that present the right properties at the right time.

Review card performance regularly

As your process changes, card layouts should evolve. Ask users:

• Which card fields do you use every day?
• Which card fields do you ignore?
• What information is missing when you look at a card?

Iterating every few months keeps your visual workspaces aligned with real-world behavior.

More Resources to Improve Your Use of HubSpot

To see the official documentation on record cards and supported configuration options, review the original guide on the HubSpot Knowledge Base: Use cards on records.

If you need strategic help designing objects, properties, and views around cards and pipelines, consider working with a specialist partner such as Consultevo, which focuses on CRM architecture and process optimization.

Final Thoughts on HubSpot Record Cards

Configured thoughtfully, record cards in HubSpot become more than a visual convenience. They are a control panel for your most important data, helping teams understand context instantly and act faster on every record. Start with a minimal set of properties, test with real users, and refine layouts until each card clearly supports your daily workflows.

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