📂 Crm Records
📄 Notes & Playbooks
- add_a_parent_or_child_company
- add_and_remove_attachments_from_records
- add_collaborators_to_a_deal
- add_multiple_domain_names_to_a_company_record
- add_multiple_email_addresses_to_a_contact
- assign_access_to_records
- associate_activities_with_records
- associate_records
- automatically_create_and_associate_companies_with_contacts
- back_up_crm_data
- bulk_edit_records
- change_record_image
- change_record_lifecycle_stages_in_bulk
- clone_a_record
- color_coded_object_tags
- comment_on_an_activity
- configure_automatic_activity_associations
- create_and_customize_lifecycle_stages
- create_and_manage_saved_views
- create_and_use_association_labels
- create_cards_on_records
- create_companies
- create_contacts
- create_custom_objects
- create_deals
- create_leads
- create_records_on_the_updated_index_page
- create_tickets
- customize_columns_in_the_updated_table_view
- customize_index_page_columns
- customize_properties_in_record_sections
- customize_quick_filters
- customize_quick_filters_in_the_updated_index_page
- customize_record_previews
- customize_records
- customize_the_redesigned_board_view
- customize_the_updated_board_cards
- data_test_your_records_for_enrichment
- deduplication_of_records
- default_marketing_statuses_for_created_contacts
- delete_crm_records
- enrich_your_contact_and_company_data
- filter_activities_on_a_record_timeline
- follow_a_record
- get_started_with_data_enrichment
- how_can_i_track_lawful_basis_of_processing_in_hubspot
- how_do_i_unsubscribe_or_opt_out_contacts_from_email
- how_to_set_a_record_owner
- manage_data_enrichment_settings
- manage_duplicate_records
- manage_how_lifecycle_stages_sync_between_objects
- manage_index_page_types_and_tabs
- manage_leads
- manage_property_format_issues
- manage_records_in_board_view
- manage_saved_views_in_the_updated_index_page
- manage_the_tickets_in_your_inbox
- manage_your_subscription_preferences_and_types
- manually_log_activities_on_records
- marketing_contacts
- mention_a_user_on_a_record
- merge_records
- move_a_record_from_one_pipeline_to_another
- pin_an_activity_on_a_record
- pipeline_approvals
- preview_a_record
- property_value_is_underlined_red
- remove_an_opt_out_of_email_status
- rename_objects
- restore_crm_changes
- restore_deleted_activity_in_a_record
- restore_deleted_records
- review_data_insights_on_deal_views
- search_your_crm
- select_properties_to_show_on_records_in_board_view
- set_contacts_as_marketing
- set_contacts_as_non_marketing
- set_default_index_page_views
- set_defaults_for_creating_deals
- set_limits_for_record_associations
- set_up_and_customize_pipelines
- set_up_automations_in_the_updated_board_view
- set_up_close_date_automation_for_objects
- set_up_fields_seen_when_manually_creating_records
- set_up_lead_pipeline_automation
- set_up_pipeline_automations_for_objects
- set_up_pipeline_rules
- share_records
- split_deal_credit_among_users
- summarize_records
- sync_lead_ownership_and_activities
- sync_ownership_between_contacts_and_companies
- translate_custom_crm_content
- trend_insights_on_records
- understand_and_use_projects_object
- understand_communication_analysis_limit_notifications
- understand_objects
- understand_opt_out_notices_for_hubspots_enrichment_dataset
- understand_the_default_record_layout
- understand_the_updated_index_page
- update_a_property_value_for_a_record
- update_and_filter_contacts_using_traffic_source_properties
- use_cards_on_records
- use_custom_objects
- use_deal_scores
- use_lifecycle_stages
- use_line_items_with_deals
- use_the_intelligence_tab
- use_the_updated_board_view
- use_the_updated_calendar_and_gantt_views
- view_a_lead_record
- view_and_filter_records
- view_and_filter_records_in_the_updated_index_page
- view_record_access
- view_record_property_history
- work_with_records
- work_with_records_in_the_hubspot_mobile_app