This will help you configure the left sidebar on company records to get Charik insights.
To set up the left sidebar of company records on HubSpot, follow these steps:
Step 1: Access company record settings
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Log in to your HubSpot account.
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From the main menu, navigate to settings.
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Then, in the left sidebar menu, go to Objects.
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Click on Companies in the lower left corner.
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Go to the "Record Customization" tab.
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Choose the option "Customize the left sidebar".
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Click on the view you are using, which is typically "Default View".
Step 2: Customizing information cards
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Click on "Add section"
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Name it as you like, we suggest "Charik"
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Select the data you want to include in this section from the Custom Group. Our clients usually add everything, but we recommend at least: Company Registration Number, Business Description, and Creation Date.
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You can easily rearrange the elements within the section using drag and drop.
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Don't forget to save at the top right of the screen (orange button).