Quick tipHow toSmart CRM

Preview a record without leaving the page

Hover, then Preview.

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Record access
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: preview records from an index page or an associated record card to view and edit properties, activities and associations. The leads object supports preview only, with no View record option.

1. In HubSpot

The relevant screen in my demo portal.

Contact record with the About section and right sidebar cards
The record (1).

2. Worth knowing

What the preview shows depends on the object.

3. Related

Record layouts.

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.

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