How do I customize CRM Contact tabs in HubSpot?

🔧 How to Customize CRM Contact Tabs

1. Access the CRM Interface

   • Open the CRM and navigate to the Contacts section, where tabs are visible along the top of the screen.

2. Enter the Settings Menu

   • Click on the Settings button located at the top of the interface.

   • Note: You must have super user access to proceed with these changes.

3. Navigate to Object Settings

   • Within the settings menu, go to Object and select Contact from the list.

4. Open Index Customization

   • Click on the Index Customization tab.

5. Choose “All Views”

   • Within Index Customization, select the All Views section to see all available tab views.

6. Modify Default Tabs

   • Review the list of currently active default tabs.

   • To add new tabs:

     • Select any additional views you want from the available list.

     • They will be added to the end of the tab row.

7. Reorder Tabs

   • After adding tabs, drag and drop them into the desired order to suit your organization’s preferences.

8. Save Your Changes

   • Click Save to apply your customizations to the contact tabs.

9. Explore Other Objects (Optional)

   • If needed, repeat the same process for other object types like:

     • Companies

     • Deals

     • Or any other indexed areas in your CRM.

10. Review the New Setup

    • Return to the Contacts screen.

    • Verify that the newly added and reordered tabs are now visible at the top of the page.