Streamlined Index and Flexible CRM Views
Monday, June 8, 2026
What it is
Flexible CRM Views, the enhanced CRM index page experience with on the fly view renaming, conditional highlighting, and column level insights, appears in this batch with a notable status: the public beta is now closed. The redesigned index page itself is available across all hubs and tiers, with reporting insights and conditional highlighting available at Starter and above, and HubSpot is directing users to enroll in the next evolution of the experience.
Why it matters
The CRM index page work has been one long arc chunked across multiple update names for over a year, and this is the latest hand off in that chain. If you enrolled in Flexible CRM Views and built habits around it, nothing disappears, but the active development has moved. The practical step is to get into the successor beta so your team stays on the version that keeps improving: the next evolution of Flexible CRM Views beta. The broader lesson is about betas generally. They are moving targets, and it is worth a periodic check on which enrollments in your portal have quietly closed behind you.
The Take
I am loving this new experience on the index page. It makes me really sad when the current portal that I'm in doesn't have it.
Chris drove this one. He is loving the new index page experience, it makes him sad when the portal he is working in does not have it, and he described it as a step change in how you manage that space. The item the show covered was the streamlined index page and updates to board view: a cleaner layout, a simplified toolbar and an improved board view, which HubSpot had listed as a major update and trending.
Trisha confirmed the rollout from the ground. She saw a banner on every portal she touched the day before, asking whether you want to try it, and she had not noticed the in-column functionality. Chris named the two changes he had run into himself. Save now lives at the bottom of the panel, with no icon at the top, and it is easy to miss. Adding a new column takes a few more clicks unless you get comfortable with the in-column Add column control, and if you want to add several columns you lose the context of the usual window. Even so, he said the settings panel allows all the configuration people have been wanting to do for a long time, and he highly recommended clicking the button if you have not yet.
What to do: this is the index experience other updates now build on. The inline association table, for one, requires a portal that is enrolled in the new index UI. Switch one view over before the banner reaches your whole team, and tell them where Save went. HubSpot's own status on this update has since moved on: our record notes the public beta is now closed, the redesigned index page is available across all hubs and tiers, and HubSpot is directing users to enroll in the next evolution of the experience.
Watch Us Discuss This
The full segment from the show, us working through this update start to finish.
FAQ
Where did the Save button go on the new index page?
Chris said Save is now at the bottom of the panel, with no icon at the top, and that it is easy to miss. Save your view before you navigate away.
How do I add a column on the new index page now?
Chris said it takes a few more clicks through the old route, and goes faster once you get comfortable with the in-column Add column control. If you want to add several columns you lose the context of the usual window.
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