Each CRM object in HubSpot (contacts, companies, deals, tickets, and custom objects) has an index page that displays the object’s records. These index pages also include actions and filters you can use to customize and segment your records. Learn more about creating CRM records in HubSpot.
Depending on your subscription, you can also filter and segment your call and payment records on their respective index pages. A payment record is created when a buyer makes a payment using a payment link, scheduling page, or a quote that is connected to the payments tool. A call record is created when you make a call through HubSpot's calling tool, using HubSpot's integration with Zoom, or using a third-party calling provider that supports Conversation Intelligence (CI).
For each individual object, you can view all records or segment records based on that object's properties. If you’re looking for more ways to filter records, learn about the differences between saved views and lists.
- Navigate to your records:
Contacts: In your HubSpot account, navigate to Contacts > Contacts.
Companies: In your HubSpot account, navigate to Contacts > Companies.
Deals: In your HubSpot account, navigate to Sales > Deals.
Tickets: In your HubSpot account, navigate to Service > Tickets.
Custom objects: In your HubSpot account, navigate to Contacts > Contacts, then click the dropdown menu in the top left and select the name of the custom object.
Once you’re on an index page, you can also click the [Objects] dropdown menu in the top left to navigate to a different object.
If you’re viewing an object with pipelines (deals, tickets, or custom objects):
To toggle between a table view or board view, click the listView table and grid board icons next to the object name. The table view shows all records in a list, while board view shows records moving through the stages of a pipeline.
To show records that are in a specific pipeline, click the All pipelines dropdown menu next to the object name and select a pipeline.
When navigating to an object index page, you’ll be brought to the default view for the object. When you first navigate to the index page, the default view shows the entire list of object records, but you can edit your default view.
Please note: you review details about the payment in the right panel, but cannot edit any of the payment properties.
To select a different saved view:
To access an open view, click the view's tab.
To open a saved view not shown as a tab, click +Add view, then select a view from the dropdown menu.
If you’re in board view, click the [Current view name] dropdown menu, then select a view.
To change the filters in the selected view, use the property dropdown menus at the top of the table or board:
To filter by a common default property, click one of the default property dropdown menus above the table (e.g., Contact owner, Create date, Last activity date, Lead status for contacts) and select filter criteria.
To filter by the object's other properties, click More filters. In the right panel:
Search for and select properties.
Set criteria for the selected properties, then click Apply filter. Learn more about setting criteria.
To select another property, click AND.
To remove a property, hover over the filter and click the delete delete icon.
Once you’re done, click the X in the top right corner.
To clear all filters from a view, click Clear All above the table.
To save the current filters and settings, in the top right, click Save view:
To update the filters and settings for the current view, click Save.
To save these filters and settings as a new view, click Save as new. In the dialog box, enter a view name, select a visibility setting, then click Save.
To reset the current view to its original saved filters, select Reset. This will remove any new filters you've applied to it.
To export the records in the current view, click the [Table/Board] Actions dropdown menu and select Export view. Learn more about exporting records.
Once you’ve set filters, learn more about bulk editing records from an index page.
Before you select criteria for your view, learn how to choose filter options to segment your records. On each index page, you can only filter by that object’s properties.
To set your criteria in a view, click More filters, then in the right panel, select a property. Depending on the property's field type, choose an option to set criteria for that property:
Contains exactly: enter a value. A record’s property value must contain the exact text entered to be included in the view. To search for a value with multiple words in a specific order, or including non-English characters, you'll need to enter your value in double quotes (e.g., "HubSpot knowledge base") to filter for an exact match.
Please note: non-alphanumeric characters included in criteria values are treated as delimiters, not as characters themselves. For example, filtering by HubSpot_knowledge_base>
will search for values containing HubSpot, knowledge, and base, treating the _ and > as spaces. Even if you use double quotes, such as "HubSpot_knowledge_base>", it will search for values containing "HubSpot knowledge base" in that exact order, but not for values containing the other characters.
Doesn’t contain exactly: enter a value. A record’s property value must not contain the exact text entered to be included in the view. Records with no value for the property will also be included.
Is: for Date properties, select from predetermined options (e.g., Today, Yesterday, Last quarter). A record’s property value must be within the selected time frame to be included in the view.
Is after: for Date picker properties, select a date on the calendar. A record’s property must have a date value that is after the selected date to be included in the view.
Is any of: select multiple values. A record’s property must have at least one of these values to be included in the view.
Is before: for Date picker properties, select a date on the calendar. A record’s property must have a date value that is before the selected date to be included in the view.
Is between: for Date picker properties, select two dates on the calendar. A record’s property must have a date value that is equal to or after the first selected date and equal to or before the second selected date to be included in the view.
Is (not) equal to: enter or select a value. A record’s property must (not) be equal to this value to be included in the view. If you’ve selected is not equal to, records with no value for the property will also be included.
Is greater than: for Numerical properties, enter a number. A record’s property must have a value that is greater than the entered number value to be included in the view.
Is greater than or equal to: for Numerical properties, enter a number. A record’s property must have a value that is greater than or equal to the entered number value to be included in the view.
Is known: all records with a value for the property will be included in the view.
Is less than: for Numerical properties, enter a number. A record’s property must have a value that is less than the entered number value to be included in the view.
Is less than or equal to: for Numerical properties, enter a number. A record’s property must have a value that is less than or equal to the entered number value to be included in the view.
Is none of: select multiple values. A record's property must have a value that does not match any of the selected values to be included in the view. Records with no value for the property will also be included.
Is unknown: all records that do not have a value for the property will be included in the view.
Once you're done, click Apply filter.
To customize how properties appear in a table or board view:
In the table format, click the Table Actions dropdown menu, then select Edit columns. In the dialog box:
On the left, select the properties you want to appear in the table.
On the right, use the drag handle to drag and drop properties to reorder the columns. Click x to remove a property.
Click Apply.
To customize how the cards appear, select Edit cards. In the right panel:
Select or clear the checkbox to choose whether or not icons will appear for associated records.
Toggle the Inactive cards switch to set options for marking deals and tickets as inactive. The last activity will always appear on inactive cards.
Once you're done, click Save.
Navigate to your records:
Contacts: In your HubSpot account, navigate to Contacts > Contacts.
Companies: In your HubSpot account, navigate to Contacts > Companies.
Deals: In your HubSpot account, navigate to Sales > Deals.
Tickets: In your HubSpot account, navigate to Service > Tickets.
Custom objects: In your HubSpot account, navigate to Contacts > Contacts, then click the dropdown menu in the top left and select the name of the custom object.
To create a new view with no filters set, click + Add view to the right of your tabs, then click Create new view.
To open an existing saved view, click + Add view to the right of your tabs, then select a view from the dropdown menu. Once opened, tabs automatically remain pinned on the index page unless you close them.
Click a view name to open it as a tab on the index page.
To edit or delete a view, hover over a view name and click Options. Select from the following: