Quick tipHow toSales Hub

Customize cards in the Sales extension sidebar

Separate from CRM record layouts.

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2 min · Intermediate
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Short answer

HubSpot's KB: Prospecting cards show when browsing the web; Email cards show in Gmail or Outlook. Set the default view or team views. This doesn't change CRM record layouts.

1. In HubSpot

The relevant screen in my demo portal.

Email log and track settings with Allow all users to log email attachments and Apply Default Log setting for all users - Sales Extension Only
Attachment logging (1) and the extension default (2).

2. Worth knowing

Keep the sidebar short; reps scan it fast.

3. Related

Extension settings and the extension.

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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