Streamlined Index Page and Updates to Board View

What is it?

The CRM index page — the centralized place for Contacts, Companies, Deals, and other objects — has been updated with a cleaner layout, a simplified toolbar, and an improved board view, making it faster to navigate your records and take action without extra clicks. Visit the Streamlined Index Resource Center for a full walk-through of all the changes.

Why does it matter?

Finding records and moving them through your pipeline shouldn't require hunting through cluttered menus or fighting with slow drag-and-drop. These updates reduce the friction in your day-to-day CRM workflows so you can spend less time navigating and more time getting things done.

How does it work?

Table view updates

• - Redesigned tabs give you faster access to your pinned CRM views.
• - A streamlined toolbar surfaces the controls you use most: pipelines, search, filter, sort, and visualizations.
• - Drag-and-drop column reordering is smoother, and you can open the column editor directly with the CMD+SHIFT+L keyboard shortcut.

Board view updates

• - Updated visual design for a cleaner, more modern look.
• - Improved card drag-and-drop performance and reliability.
• - New lane-level controls let you:
  •    - Set custom colors for pipeline stages
  •    - Jump directly to stage settings
  •    - Add records to a specific stage
  •    - Create pipeline stage automations directly from the board

Who gets it?

This feature is available for all HubSpot hubs and tiers.

Learn more

• Learn more on the Knowledge Base