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DELIVERY MODULE Within 1 week

Record View Customisation

Customise how CRM records display so the team sees relevant information at a glance without scrolling through irrelevant fields.

Delivery module

AU$160

Within 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has a record view for the specified object that shows the properties their team needs first.
Association cards show the related records the team checks most, without clutter.
The middle column shows only the tabs and cards the team uses.

Not included

Custom CRM cards or UI extensions
Team views or different layouts by team or role (Professional or Enterprise feature)
Custom objects (unless explicitly scoped and priced)
Creating new properties to show on the record
Custom association labels or types
Record views for more than the one object in this unit

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before Record View Configuration
Which object type this unit covers (contacts, companies, deals or tickets), needed before Record View Configuration
The properties your team most needs to see at a glance on that record, needed before Record View Configuration
Which related records matter most on that record (for example deals and companies on a contact), needed before Record View Configuration

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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