A guide to your contacts home

In HubSpot, you store and manage information about your potential customers in contact records. Your contacts home is where your contact records are displayed. You can:

• have an overview of your contacts;

• quickly filter contacts based on their property values;

• create and save views that show only contacts that meet a certain criteria; and

• bulk edit contacts, including deleting them.

Learn more about managing your companies, deals, and tickets in their respective homes.

Manage your contacts

• In your HubSpot account, navigate to Contacts > Contacts.

• In the upper right:

  • Actions: click to update your contacts and their properties in your HubSpot account.

    • Edit properties: select to edit your contact properties. Learn more on managing your properties.

    • Manage duplicates: select to parse through possible duplicate contacts that HubSpot identifies for you. Only users with Admin permissions and edit access for contacts and companies can deduplicate contacts and companies, if the HubSpot account has access to the duplicate management tool.

    • Restore contacts: select to restore certain deleted contacts. Only users with Admin access or add and edit users permissions can use the recycle bin.

  • Import: click to import records. You can import new records, import to bulk update existing records, or import to bulk associate records.

  • Create contact: click to manually create a new contact. Learn to customize the property fields that appear during manual creation.

You can also export your contact records.

View your contacts

• In your HubSpot account, navigate to Contacts > Contacts.

• All contacts will be displayed in a table. To locate a specific contact, you can enter a search term in the search box in the upper left.

• To record or retrieve information on a contact, click the contact's name. You will be brought to their record.

You can also bulk edit your contacts using the table.

Please note: the contacts you see may differ from another user due to your permissions.

Customize the properties shown in the table

• To edit the properties shown in the table, click Edit columns on the right. In the dialog box:

  • On the left, select the properties you want to appear in the table.

  • On the right, drag and drop properties to arrange them to how you want them to appear in the table. Click x to remove a property.

  • Click Save.

  • If you're in a saved view, to save the new columns in the view, click Save in the bottom left. Going forwards, the view will show the columns you've selected.

• To sort your records using property values, click the property name at the top of the table.

• To resize your columns, click, hold, and drag the edge of the column to your preferred size.

• To re-arrange your columns, click, hold, and drag the dragHandle handle of the column to your preferred area.

You can also bulk edit your contacts on this page.

Filter your contacts based on their property values

You can further filter the contacts in the table, even when you're in a view.

• Click one of the default contact property dropdown menus above the table and select the values that you want the displayed contacts to have. Learn more about the default contact properties.

• For other properties, click Advanced and in the right panel, search for and click the property. Learn how to set up your filter.

• If you are currently in the All contacts tab and already set up filters, you can save this set of filters as a view. In the bottom left, click Clone and in the dialog box, enter a name for the view and click Save.

• If you're in another view, you can click Save in the bottom left to update the view's filters.

You can also export contact records that meet the filters.

View a specific subset of your contacts

You can save sets of filters as a view, so you don't have to set them up again, and access them through the tabs in your contacts home.

• To change views on the contacts you see in the table, click a different tab.

  • The default view set is All contacts. This view shows all the contacts in HubSpot that you can view, based on your permissions.

  • Other views created by default are:

    • My contacts: the Contact owner filter is set to your user account. All contacts shown are owned by you.

    • Unassigned contacts: the Contact owner filter is set to no users. All contacts shown are unassigned.

• To add a new view, click Add view to add a view. You can also click All views to see all the available views for your user.