Customizing Contact Record Card Properties in HubSpot 🛠️

(within contact record)

• Accessing Settings
  
  
  • Click the settings gear icon.
    
    
  • Go to the section where you can edit the record side bar (left-hand properties card).
    
    
• Editing the Properties Card
  
  
  • Remove properties → click the trash can icon.
    
    
  • Reorder properties → drag and drop or use arrows.
    
    
  • Add properties → click Add properties.
    
    
  • Save changes when finished.
    
    
• Applying Changes
  
  
  • If the view is unassigned, all users will see the updated layout.
    
    
  • If multiple views exist (e.g., sales view, service view), you must update each one separately.
    
    
  • To apply changes only to a specific team (e.g., Sales), edit just that team’s view.
    
    
• Important Distinction
  
  
  • Settings-level changes (via the gear icon) = apply to everyone (depending on view assignment).
    
    
  • Record-level changes (via Actions → Customize Properties on an individual record) = apply only to you, not to other users.
    
    

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✅ Key takeaway: Use settings to make company- or team-wide updates to contact record properties. If you edit properties directly on a record, those changes are personal only and won’t affect other users.