Preview a record

Preview records to quickly view and edit properties, activities, and associations without leaving your current page. You can preview a record from an object index page or from an associated record on a record page.

Learn more about customizing the preview panel for your entire account or for specific teams.

Preview a record on an object index page

To preview a record in table view of an object's index page:

1. Navigate to your records (e.g., In your HubSpot account, click More, then navigate to CRM > Projects. If More doesn't appear in your account, navigate to CRM > Projects directly.).
2. In the table view, hover over a record and click Preview.
3. In the board view, click the record card.
4. For leads, click the lead name.
   
   
5. Depending on the object, the preview panel displays certain information by default:
   • Contacts, companies, deals, and tickets: the record's properties, activities, and associations. If you've customized your preview, you'll see the customized layout instead.
     
     
   • Other objects: the record’s summary, property sections, activities, and associations. If you've customized your preview, you'll see the customized layout instead.
     
     

• To show or hide sections and edit properties:
  • Click a header to collapse or expand a section.
  • Click a property and enter or select a new value to edit the record’s properties. Your changes will be autosaved.
• To view and manage the record’s activities:
  • Add an activity: at the top, click the icon for the activity you want to create or log. Enter the activity's details in the editor, then save.

• View activities: navigate to the Pinned activity, Recent activities, and Upcoming activities cards. To update which activities are displayed in the Recent and Upcoming activities sections, click the Filter by dropdown menu, then select the checkboxes of the activities you want to view.
• Edit activity details: click an activity card to expand it. Click the text field or dropdown menus and enter or select new values.
  
  

• To view and manage the record’s associations:
  
  • View associations: scroll down to the object association cards. Click the name of an associated record to navigate to that record.
  • Add an association: navigate to the object’s association card, then click Add.
• In the upper right of the panel, click View record to view the full record. You’ll be navigated away from the object home page to the record.
• In the upper right of the panel, click the X to close the preview.

Preview an associated record

While viewing a record, to preview an associated record:

1. Navigate to your records (e.g., In your HubSpot account, click More, then navigate to CRM > Deals. If More doesn't appear in your account, navigate to CRM > Deals directly.).
2. Click the name of a record.
3. In the right sidebar, hover over an associated record, click the ellipses three horizontal dots icon and select Preview.
   
   
4. From the preview panel, edit properties, activities, and associations. 
   • To view the full record, click View record at the bottom of the panel. You’ll be navigated to the associated record.
   • To close the preview, click the X in the top right of the panel.