When you’re digging into your contacts, companies, and deals, you need quick and easy access to all the information you have about them. The faster you can find the information you need, the more efficiently and effectively you can follow up with your leads.
With that in mind, today, we're excited to announce four significant improvements to contact, company, and deal records:
With today’s change, when viewing vital information about your properties, you now have a luxurious editing experience that takes over the right side of the page. In addition, the timeline improvements make it easier to glean the most important information from a timeline, and make editing less of a hassle.
How it Works
All Properties & Property History
Navigate to any record in HubSpot. Here’s one to get you started. Click “View All Properties.”
On the left side of the screen, you'll see the About section.
On the right side of the screen, you'll see the All Properties section.
Back on the Contact record, click the gear on the “About” card, and click “View Property History” instead. You’ll be brought to the new Property History editor. Nothing earth-shattering here. Just an easier way to see the change history of properties on the record.
Updates to Activity Viewing/Editing on Timeline
These updates are now live in all HubSpot Marketing and Sales portals.
Head over to Contacts to explore these changes now.