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In this short video  learn how to customise the deal sidebar layout in HubSpot so your team always sees the most relevant data, at a glance.

This update enhances how you customise the sidebar in deal records. You can now rearrange, collapse, and group sections more easily -giving users a cleaner, more relevant experience when working in a deal pipeline.

You can:

• Control which sections show by default

• Organise properties by priority

• Improve usability without affecting the underlying data

It’s all about surfacing the right information at the right time - especially helpful for teams juggling multiple pipelines or contact types.

Why this matters for education organisations

• For Admissions Teams:
  Help your team focus on what matters most by placing priority properties - like year group, application stage, or interview date, front and centre in the sidebar. You can hide or collapse less-used sections like agent notes or bursary data until needed.

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  For CRM Managers & Ops Staff:
  This update allows you to create a more intuitive workspace, particularly useful when training new staff, managing complex deals (like international applications or scholarship routes), or scaling to multiple campuses.

  You’ll reduce clutter, improve consistency, and make working in HubSpot simpler and faster for everyone involved.