Manage Index Page Types and Tabs in Hubspot Records
When you manage large amounts of CRM data in Hubspot, organizing your index pages is essential for speed, clarity, and user adoption. By configuring index page types and tabs, you can control how records are listed, filtered, and accessed across your teams.
This guide explains how to customize index pages, choose which record types are indexed, and streamline navigation for every CRM user.
What are index page types in Hubspot?
Index pages are the list views where users browse and manage records. Instead of seeing every kind of record in one long, cluttered table, index page types in Hubspot let you define which object types appear and how they are grouped.
Each index page type defines:
- Which object is listed (e.g., contacts, companies, deals, tickets, custom objects)
- What filters and views are available for users
- How users can switch between different subsets of data using tabs
With a carefully designed structure, your CRM becomes easier to understand and faster to work with, especially for teams handling high record volumes.
Accessing index page type settings in Hubspot
To configure index page types, you must be an admin or have the correct CRM customization permissions. The exact navigation can change slightly over time, but the general flow remains similar.
Steps to open index page type settings
- Sign in to your Hubspot account with an admin profile.
- Go to your main settings area from the top navigation.
- Locate the section dedicated to data or records configuration (such as objects or records settings).
- Open the option that manages index page types or list views for your core CRM objects.
From there you can create, edit, or remove index page types and adjust how tabs behave on each page.
How Hubspot index page types work
An index page type controls the structure of a particular list screen. For example, you might have one index type for all open deals and another for support tickets. Each index type can then have multiple tabs that present different filtered slices of that same object.
Typical use cases include:
- Separating sales pipelines into multiple views for different teams
- Splitting customer success queues into urgent and non-urgent tickets
- Creating dedicated lists for VIP contacts or strategic accounts
This setup helps keep each team focused on the records that matter most to them.
Configuring index page types in Hubspot
When creating or editing an index page type, carefully define the object, default filters, and which users should see it. The goal is to balance simplicity and flexibility without overwhelming users with too many options.
Step-by-step: create a new index page type
- Open the index page type settings
Access the settings area where you manage index types for your CRM objects. - Choose the record object
Select the object this index page will list, such as contacts, companies, deals, tickets, or a custom object. - Name the index page type
Give it a clear internal name so admins and users understand its purpose (for example, “Active Deals – Global” or “Support Tickets – North America”). - Set base filters
Apply broad conditions that should always define this index (for example, only records with a specific lifecycle stage or pipeline). - Configure permissions or audience
Define which teams or roles can access this index page type so people only see relevant data. - Save and test
Save your configuration and open the index page as a regular user to ensure that the view loads correctly and only expected data is visible.
After the core index type is in place, you can refine the experience using tabs.
Managing Hubspot tabs on index pages
Tabs appear at the top of an index page and let users quickly move between filtered subsets of the same record type. For example, a deals index might have tabs for “All deals,” “My deals,” and “Closed this month.”
Benefits of using tabs in Hubspot index pages
- Fast segmentation – Users switch context with one click instead of building new filters each time.
- Cleaner navigation – Multiple stakeholder groups can share a single index page without clutter.
- Consistent reporting views – Teams rely on standardized tabs instead of ad hoc lists.
Steps to configure tabs
- Open the index page type
In settings, locate the index type where you want to add or manage tabs. - Add a new tab
Select the option to create a tab. Provide a clear label that indicates what the user will see (e.g., “New leads,” “Priority tickets”). - Define tab filters
Apply filter conditions that are specific to that tab, such as owner, status, pipeline stage, or region. - Set tab order
Arrange tabs so the most frequently used ones are first. This minimizes clicks and confusion. - Control tab visibility
Some configurations let you limit which teams or roles can see a particular tab, further tailoring the interface. - Save and verify
Open the index page in the main CRM view and confirm that each tab displays the correct subset of records.
Best practices for Hubspot index page design
To keep your CRM efficient and intuitive, plan your index pages before creating them. Consider how your organization segments customers, assigns work, and monitors performance.
Keep index pages focused
- Avoid creating many similar index page types; combine related data into one index with multiple tabs when possible.
- Reserve new index page types for truly distinct workflows or business units.
Standardize naming conventions
- Use descriptive names that show object and purpose, such as “Deals – EMEA – Enterprise.”
- Align tab names with internal terminology so every user understands what each tab contains.
Review usage regularly
- Periodically ask team leads which index pages and tabs are actually used.
- Retire or simplify index types that see little activity to reduce clutter.
Collaboration and governance in Hubspot configuration
Index page types and tabs affect how entire teams work day to day, so they should not be configured in isolation. Work with stakeholders across sales, marketing, service, and operations before making major changes.
Good governance includes:
- Defining who can create or edit index page types
- Documenting each index and its intended audience
- Training new users on where to find their key views
When needed, you can also engage a CRM consulting partner with deep Hubspot experience. For example, Consultevo provides guidance on CRM structure, user experience, and long-term scalability.
Where to find official Hubspot documentation
Configuration options evolve as the platform improves, so always reference the official documentation for the most current steps and screenshots. You can review the detailed product help article at Hubspot index page types and tabs documentation.
By combining that official information with the planning tips in this guide, you can design index pages that keep your data organized and make your CRM easier for every user.
Next steps for optimizing your Hubspot index pages
Once your initial structure is in place, continue to refine it based on real-world feedback. Track how quickly users can find records, monitor adoption of specific tabs, and adjust filters as your processes change.
With thoughtful index page types and tabs, Hubspot becomes a powerful, user-friendly system where teams easily navigate the data they need and maintain clean, reliable records over time.
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