2. Customize Contact Layouts in HubSpot

User Guide | HubSpot

  1. 1. Click on Admin User Profile

    Click on Admin User Profile
  2. 2. Click on Profile & Preferences

    Click on Profile & Preferences
  3. 3. Click on Contacts

    Click on Contacts
  4. 4. Click on Record Customization

    Click on Record Customization
  5. 5. Click on Default view

    You would click on the view that your team uses. It may not be "default view"

    Click on Default view
  6. 6. Click on Edit card

    Click on Edit card
  7. 7. Click on Add properties…

    Click on Add properties…
  8. 8. Type "inte"

    Type "inte"
  9. 9. Check TitanX Intent

    Check TitanX Intent
  10. 10. Type "best"

    Type "best"
  11. 11. Check TitanX Best Phone

    Check TitanX Best Phone
  12. 12. Check TitanX Best Phone Status

    Check TitanX Best Phone Status
  13. 13. Type "mobile"

    Type "mobile"
  14. 14. Check Mobile Phone Number

    Check Mobile Phone Number
  15. 15. Check Mobile Phone Number Status

    Check Mobile Phone Number Status
  16. 16. Type "phone"

    Type "phone"
  17. 17. Check Phone Number

    Check Phone Number
  18. 18. Check Phone Number Status

    Check Phone Number Status
  19. 19. Proceed to select remaining TitanX fields

  20. 20. Click on Save

    Click on Save
  21. 21. Click on Save and exit

    Click on Save and exit
  22. 22. Click on Contacts

    Click on Contacts
  23. 23. Click on a Contact

    Click on a Contact
  24. 24. Click on Contact owner…

    Click on Contact owner…