📚 HubSpot CRM & Records Knowledge Base Index

This document lists all official English-language HubSpot Knowledge Base articles regarding CRM & Records. It serves as a lightweight semantic map for our local search and Vertex AI RAG indexes. All step-by-step click streams remain upstream on HubSpot’s live server.

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📋 Reference Manuals

• Add a parent or child company
• Add and remove attachments from records
• Add collaborators to a deal
• Add multiple domain names to a company record
• Add multiple email addresses to a contact
• Assign access to records
• Associate activities with records
• Associate records
• Automatically create and associate companies with contacts
• Back up crm data
• Bulk edit records
• Change record image
• Change record lifecycle stages in bulk
• Clone a record
• Color coded object tags
• Comment on an activity
• Configure automatic activity associations
• Create and customize lifecycle stages
• Create and manage saved views
• Create and use association labels
• Create cards on records
• Create companies
• Create contacts
• Create custom objects
• Create deals
• Create leads
• Create records on the updated index page
• Create tickets
• Customize columns in the updated table view
• Customize index page columns
• Customize properties in record sections
• Customize quick filters
• Customize quick filters in the updated index page
• Customize record previews
• Customize records
• Customize the redesigned board view
• Customize the updated board cards
• Data test your records for enrichment
• Deduplication of records
• Default marketing statuses for created contacts
• Delete crm records
• Enrich your contact and company data
• Filter activities on a record timeline
• Follow a record
• Get started with data enrichment
• How can i track lawful basis of processing in hubspot
• How do i unsubscribe or opt out contacts from email
• How to set a record owner
• Manage data enrichment settings
• Manage duplicate records
• Manage how lifecycle stages sync between objects
• Manage index page types and tabs
• Manage leads
• Manage property format issues
• Manage records in board view
• Manage saved views in the updated index page
• Manage the tickets in your inbox
• Manage your subscription preferences and types
• Manually log activities on records
• Marketing contacts
• Mention a user on a record
• Merge records
• Move a record from one pipeline to another
• Pin an activity on a record
• Pipeline approvals
• Preview a record
• Property value is underlined red
• Remove an opt out of email status
• Rename objects
• Restore crm changes
• Restore deleted activity in a record
• Restore deleted records
• Review data insights on deal views
• Search your crm
• Select properties to show on records in board view
• Set contacts as marketing
• Set contacts as non marketing
• Set default index page views
• Set defaults for creating deals
• Set limits for record associations
• Set up and customize pipelines
• Set up automations in the updated board view
• Set up close date automation for objects
• Set up fields seen when manually creating records
• Set up lead pipeline automation
• Set up pipeline automations for objects
• Set up pipeline rules
• Share records
• Split deal credit among users
• Summarize records
• Sync lead ownership and activities
• Sync ownership between contacts and companies
• Translate custom crm content
• Trend insights on records
• Understand and use projects object
• Understand communication analysis limit notifications
• Understand objects
• Understand opt out notices for hubspots enrichment dataset
• Understand the default record layout
• Understand the updated index page
• Update a property value for a record
• Update and filter contacts using traffic source properties
• Use cards on records
• Use custom objects
• Use deal scores
• Use lifecycle stages
• Use line items with deals
• Use the intelligence tab
• Use the updated board view
• Use the updated calendar and gantt views
• View a lead record
• View and filter records
• View and filter records in the updated index page
• View record access
• View record property history
• Work with records
• Work with records in the hubspot mobile app