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On this page
  • Manage your contacts
  • View your contacts
  • Customize the properties shown in the table
  • Filter your contacts based on their property values
  • View a specific subset of your contacts

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  1. HubSpot CRM
  2. contacts

A guide to your contacts home

PreviousCreate contactsNextWork with your contact records

Last updated 5 years ago

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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;

  • that show only contacts that meet a certain criteria; and

  • , including deleting them.

Learn more about managing your , , and 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 .

      • Manage duplicates: select to that HubSpot identifies for you. Only users with and can deduplicate contacts and companies, if the HubSpot account has access to the .

      • Restore contacts: select to . Only users with or permissions can use the recycle bin.

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

    • Create contact: click to . Learn to .

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.

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.

Filter your contacts based on their property values

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

  • 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.

View a specific subset of your contacts

  • 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.

You can also .

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

You can also using the table.

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

You can also on this page.

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 .

For other properties, click Advanced and in the right panel, search for and click the property. Learn how to .

You can also .

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

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

export your contact records
their record
bulk edit your contacts
permissions
bulk edit your contacts
default contact properties
set up your filter
export contact records that meet the filters
sets of filters as a view
add a view
create and save views
bulk edit contacts
companies
deals
tickets
managing your properties
Admin permissions
edit access for contacts and companies
restore certain deleted contacts
Admin access
add and edit users
import records
manually create a new contact
customize the property fields that appear during manual creation
parse through possible duplicate contacts
duplicate management tool