Customize Record Sections and Properties in Hubspot

Configuring record layouts properly in Hubspot helps your team see the right information at a glance, keep data consistent, and streamline everyday work across sales, marketing, and service.

This guide walks you through how to customize sections and properties on CRM records so you can surface the most important details for each object, pipeline, and team.

Understanding Hubspot record sections

Every record in the CRM uses sections to organize information, such as contact details, company information, or deal data. Customizing these sections in Hubspot lets you control what appears by default and where it appears on the record sidebar.

You can:

• Reorder sections to highlight key details first.
• Add new custom sections for specific data sets.
• Show or hide sections based on pipelines (for deals and tickets).
• Choose whether sections are editable or read-only.

These options ensure that each team sees a tailored view of data that matches their workflows.

Where to customize Hubspot record layouts

To begin editing record sections, you will work from the settings area in Hubspot. Accessing the layout editor is slightly different for each object type, but the overall steps are similar.

1. Sign in to your account with appropriate permissions.
2. Click the settings icon in the main navigation.
3. In the left sidebar, browse to the relevant CRM object (e.g., Contacts, Companies, Deals, or Tickets).
4. Open the page where you can edit record customization or layout options.

From here, you can select the exact record type or pipeline you want to configure.

Choosing the Hubspot object and pipeline

In many cases, you will want different visible properties depending on the object or pipeline. For example, a sales pipeline might need qualification data, while a support pipeline might emphasize severity and SLA fields.

Typical choices include:

• Contacts: personal details, lifecycle information, subscription data.
• Companies: firmographic data, account owner, health metrics.
• Deals: stage, amount, close date, source, qualification properties.
• Tickets: category, priority, status, response and resolution fields.

When working with deals or tickets, you can usually select a specific pipeline so that each pipeline can use its own set of sections and properties.

Editing Hubspot sections on the record sidebar

Once you have selected the object and, if applicable, the pipeline, you can customize how the sidebar on the record appears. The sidebar is where users interact the most with individual records in Hubspot.

Reordering and renaming sections in Hubspot

You can adjust the order and naming of sections to make information easier to scan.

1. In the layout editor, locate the list of sections on the sidebar.
2. Drag and drop sections to reorder them so priority data appears at the top.
3. Click a section name to rename it if needed, using clear and descriptive labels.

Meaningful names and a logical order help teams quickly understand what each group of properties contains.

Create new custom sections in Hubspot

Often, you will want to group related fields into their own custom section. For example, you might group qualification data or implementation details together.

1. Click the option to add a new section in the layout editor.
2. Provide a descriptive section name, such as “Product Usage” or “Billing Details”.
3. Save the section, then drag properties into it from the list of available fields.

Custom sections make it easier to scale your CRM as your data model grows more complex.

Adding and managing properties in Hubspot sections

With sections in place, you can assign the individual properties that will be displayed on the record.

Select which properties appear

To add or remove properties from a section in Hubspot:

1. Open the section you want to edit within the layout editor.
2. Use the property selector or search bar to find existing fields.
3. Click or drag a property to add it to the section.
4. Remove any fields that are no longer relevant by using the provided remove or delete control within the section layout.

Try to keep only the most essential properties visible to avoid clutter and improve data quality.

Reorder properties for clarity

The order of fields inside a section influences how teams read and fill out information.

• Place identification or name fields at the top.
• Follow with stage, status, or lifecycle-related properties.
• Group related metrics together, such as revenue or usage fields.
• Move less frequently used properties toward the bottom.

Thoughtful ordering makes forms more intuitive and reduces errors.

Using conditional layouts for Hubspot pipelines

Deal and ticket objects often use different data requirements for each pipeline. Many Hubspot layout tools allow you to tailor record sections and properties based on the specific pipeline.

Common use cases include:

• Showing qualification and discovery fields on early-stage sales pipelines.
• Highlighting legal or procurement fields in later-stage pipelines.
• Emphasizing priority and SLA details in support or success pipelines.
• Hiding irrelevant properties in pipelines that do not require them.

Before publishing changes, review each pipeline layout to confirm that the right sections and properties are visible, in the correct order.

Previewing and publishing Hubspot layout changes

After editing record sections and properties, always preview the layout as an end user would see it in Hubspot.

1. Use the preview function in the layout editor to see a sample record.
2. Check that the left or right sidebars display sections correctly.
3. Confirm that required fields are visible and easy to find.
4. Verify that there are no duplicate or unnecessary properties.

When you are satisfied, publish or save your changes so that they apply to all users who access those records.

Best practices for clean Hubspot record layouts

Well-designed record layouts support adoption and data quality. Consider these practices while configuring your sections and properties.

• Keep it focused: Only show properties that users truly need for their daily tasks.
• Standardize naming: Use clear, consistent names for sections and fields.
• Limit scrolling: Reduce the number of sections and properties so users can see key data without excessive scrolling.
• Align with processes: Make sure the layout matches your documented sales, marketing, and support workflows.
• Review regularly: Revisit layouts when processes change or new properties are added.

Additional Hubspot resources and next steps

To go deeper into configuration options and see the latest interface details, review the official documentation provided by the platform.

You can view the original step-by-step instructions at this Hubspot knowledge base article. For broader CRM strategy, process design, and implementation support, explore consulting resources such as Consultevo, which offers guidance on building scalable CRM systems.

By tailoring record sections and properties carefully, you will ensure that every user sees a focused, actionable view of data and gets more value from your Hubspot CRM.

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