Customize Index Page Columns in HubSpot

HubSpot gives you flexible control over which columns appear on your index pages so you can quickly see the data that matters most for your team. By adjusting columns, reordering them, and saving personalized views, you streamline record management and improve productivity.

This guide explains step by step how to customize index page columns for records in your account, based strictly on the official documentation.

Understanding HubSpot Index Page Columns

An index page is the main listing view for records such as contacts, companies, deals, tickets, and custom objects. Each index page displays rows of records and a series of columns showing selected properties.

Customizing these columns lets you:

• Highlight key properties for faster scanning.
• Remove fields your team does not need to see.
• Reorder columns to match your workflows.
• Create tailored views for specific users or teams.

The exact options available on your index pages depend on your permissions and object subscriptions in your HubSpot account.

Where You Can Customize HubSpot Columns

You can update columns on:

• Contacts index page
• Companies index page
• Deals index page
• Tickets index page
• Custom object index pages

The customization experience is similar across these objects. Once you understand it for one object, you can apply the same process to others in HubSpot.

How to Open Column Settings in HubSpot

To start editing your columns, open the relevant object index page. Then follow these steps:

1. In the top right area of the table, locate the table settings or Actions dropdown, depending on your current layout.
2. Select the option related to Edit columns or Table actions.
3. A panel or pop-up will open where you can manage the columns for the current view.

Only users with the proper permissions can modify columns for shared views. If you do not see the option, your access in HubSpot may be limited to personal views only.

Choose Which Columns to Display in HubSpot

Within the column settings panel, you can choose which properties show as columns.

Select properties to add as HubSpot columns

1. Use the search bar to find a property by name.
2. Browse property groups to discover available fields.
3. Check the box next to each property you want to add.

Typical columns you might add include:

• Lifecycle stage
• Owner
• Create date
• Last activity date
• Pipeline and stage (for deals and tickets)

As you select properties, they will appear in the list of active columns for the current view.

Remove columns from your HubSpot view

If your table feels cluttered, remove unnecessary columns:

1. In the active columns list, hover over the column you want to remove.
2. Click the remove or delete icon next to that property.
3. Repeat for any other columns you no longer need.

Removing columns affects only the specific view you are editing, not the underlying records in HubSpot.

Reorder Index Columns in HubSpot

Once you have chosen your columns, you can reorder them to match your workflow.

1. In the list of active columns, hover over the handle or drag icon beside a property name.
2. Click and drag the property up or down to a new position.
3. Release the mouse to drop the column into place.

The order you set here will match the left-to-right order of columns in the index table. Place your most important data closer to the left so users can see it immediately when they open the page in HubSpot.

Adjust Column Widths on HubSpot Index Pages

You can fine-tune how much space each column takes up directly from the index table.

1. Hover between two column headers until you see the resize handle.
2. Click and drag left or right to reduce or increase the width.
3. Release the mouse when the column looks right for your data.

Wider columns are helpful for long text fields, while short numeric or status fields can remain narrow. This gives you a compact, readable layout inside HubSpot.

Save Views After Customizing HubSpot Columns

Column changes can apply either to your current view or to a newly saved view that you or your team can reuse.

Update an existing HubSpot view

1. After editing columns, click Save view or the corresponding save option at the top of the index page.
2. Choose whether to overwrite the current view settings.
3. Confirm to save the updated columns to that view.

This is useful when you are refining a personal view you use every day.

Create a new HubSpot view with custom columns

1. Customize your columns until the table matches your needs.
2. Click Save view or Save as new, depending on the available button.
3. Give the view a clear, descriptive name.
4. Choose the visibility level:
   • Private – only you can see this view.
   • Team – shared with specific teams.
   • Everyone – available to all users with access to that object.
5. Save the new view.

Views let you create multiple layouts for different teams or use cases inside HubSpot without changing the default view for everyone.

Reset HubSpot Columns to Default

If you have experimented with many changes and want to go back, you can reset columns for a view.

1. Open the view where you want to reset columns.
2. Go back to the column settings panel.
3. Look for an option such as Reset to default or similar wording.
4. Confirm the reset when prompted.

This restores the system or view-level default columns configured for that index page in HubSpot.

Tips for Managing HubSpot Columns Effectively

• Limit columns to essential data so pages load cleanly and are easier to scan.
• Group related fields together by placing them next to each other in the order list.
• Align with processes by matching column order to how your team works through records.
• Create role-based views so sales, service, and operations each see the most relevant data when they log into HubSpot.

Resources for HubSpot Column Customization

For the original step-by-step reference, see the official documentation on how to customize index page columns in HubSpot’s knowledge base.

If you need strategic help designing data views, properties, or record structures, you can also consult specialists such as Consultevo for guidance on optimizing your CRM setup.

By tailoring index page columns and saving focused views, you make it easier for every user to find the right information, act faster, and keep your HubSpot data clean and actionable.

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