🔗 HubSpot KB Bridge: Customize record previews
💡 Core Capability
When you preview a record, a sidebar appears with cards that show information about activities, associations, attachments, and data from HubSpot tools. Customize your preview sidebar for each object by selecting which information to include and the order of the cards. This ensures you see the most relevant information at a glance. If your account has configured teams, you can also create unique preview sidebars for each team.
🛠️ Key Operations & Headings Outline
- Customize record preview sidebars
- Manage preview sidebar views
- Update other preview cards
- Additional record customization
- Related content
📋 Subscription Availability
- All products and plans
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
Need Step-by-Step UI Verification? Read the live, verbatim HubSpot article here: View Live Manual on HubSpot