The left sidebar in HubSpot CRM is where you manage properties and view corresponding record values. It's a crucial area for organizing and accessing essential information about your contacts, companies, and other objects within the CRM.
Today, we'll talk about how to customize left sidebar settings, which are one of the most important customization tools. Whether you're an experienced HubSpot user or just starting, knowing how to customize this aspect of the platform will significantly enhance your workflow and output.
So let's get started.
Customizing Left Sidebar Properties in HubSpot CRM
Here is a step-by-step guide on how to customize left sidebar properties in HubSpot CRM:
#1 Accessing Settings:
Begin by logging into your HubSpot account and navigating to the settings icon in the main navigation bar.
#2 Navigating to Objects:
In the left sidebar menu, locate the "Objects" section and choose the specific object (e.g., contacts, companies) you want to customize the record sidebar for.
#3 Record Customization:
Click on the "Record Customization" tab, followed by selecting the "Customize the Left Sidebar" option.
#4 Editing Default View:
Within the right panel, click on "Edit Default View." Depending on your subscription plan, you may have different options available for editing properties and creating or modifying sections.
#5 Property Customization:
To edit properties within an existing section, click on the section in the editor's right panel. You can rearrange the order of properties by dragging them or removing properties altogether.
#6 Adding Properties:
In the left panel, please search for the property you want to add and select the checkbox next to it.
#7 Saving Changes:
Once you've made all desired modifications, click on "Save" in the upper right corner to apply your changes.
Advanced Options (Professional and Enterprise Users)
Professional and Enterprise users have additional features, such as adding, editing, and removing custom sections in the record sidebar. These options provide even greater flexibility in tailoring the CRM experience to your specific needs.
Conclusion
By learning how to change the left tab in HubSpot CRM, you can improve your process and make it easier to get to important information. You can make a big difference in how productive and efficient you are by customizing your CRM system.
If you found this guide helpful and want to learn more about maximizing your inbound marketing efforts or tackling your latest CRM project, don't hesitate to reach out to us at CTA9. Our team is always ready to support you at any stage of your journey.
