5 HubSpot CRM tricks you must know (June 2026)

5 HubSpot Flexible CRM Features You Need to Start Using Five underused features inside HubSpot's flexible CRM index view that save you clicks, speed up analysis, and help you get more out of your contact and deal data — without ever opening a single record. Boudewijn from SUM Digital walks you through each one. What you'll learn: → How to get instant AI-powered insights on any CRM column in one click → How to turn your contact or deal list into a live report without building one → How to review and manage record associations directly from your index view → How to enrich contacts and companies in bulk without opening individual records → How to apply conditional highlighting to deal columns for instant visual analysis Whether you're a sales rep trying to prioritise your pipeline or an admin looking to keep your CRM clean, these features remove a significant amount of the clicking and manual reporting that used to slow teams down. A must-watch if you spend time in HubSpot's contact, company, or deal views on a daily basis. 🔔 Subscribe for more HubSpot tutorials, RevOps strategies, and B2B growth content from the SUM Digital team. 🌐 Find out more about what we do: https://sumdigital.co SOCIAL LINKS: LinkedIn:   / sum-digital   Instagram:   / sumdigital.co   Facebook:   / sumdigital.co