Quick tipHow toSmart CRM

Give each team its own HubSpot record layout with team views

Sales and support rarely need the same cards on a company record. Team views let each see their own layout.

Subscription
Professional or Enterprise for team views
Permissions
Customize record page layout or Super Admin
Time
4 min · Intermediate
Last verified

Short answer

Settings, Objects, pick the object, then Record Customization. The Default view shows to everyone not on an assigned team. Create team view builds a layout shown only to main team members of the teams you assign. Team views need a Professional or Enterprise subscription. The same idea exists for record previews on the Preview customization tab.

1. The tab

My demo portal has only the Default view for companies.

Record Customization tab for Companies with Create team view and a Default view row
Create team view (1) and the Default view (2).

2. Who sees which view

  • Team views show to main team members of assigned teams.
  • Everyone else gets the Default view.
  • Extra team membership does not apply a team's record view.

3. Tips

Keep the default view complete enough for anyone, and trim team views to what that team uses. Card order matters most for the first screen. For required fields at creation, see customizing the create form.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

Book a call with Sam