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Daarom moet de Engelse versie van dit artikel worden beschouwd als de meest recente versie met de meest recente informatie. U kunt het <a id="l10n-link" href="#">hier raadplegen</a>.</span></div> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content=" Support" itemprop="name"> </span> <meta content="april 21, 2020" itemprop="datePublished"> <meta content="" itemprop="author"> <meta content="https://knowledge.hubspot.com/nl/records/work-with-records" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">Individuele records bekijken en bewerken</span></h1> <p class="last-updated">Laatst bijgewerkt: <span itemprop="dateModified">  januari 9, 2025 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">    <div class="article-key-wrapper"> <div class="article-key-header"> <h4>Beschikbaar met elk van de volgende <a href="https://knowledge.hubspot.com/nl/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">abonnementen</a>, behalve waar vermeld:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sprocket-web-color.svg" width="24" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/crm"> <span class="article-key__all-products">Alle producten en plannen</span> </a> </td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>Het creëren van records in HubSpot stelt je team in staat om informatie over je zakelijke relaties en processen vast te leggen en op te vragen, met behoud van consistentie binnen je organisatie. Eenmaal aangemaakt, kun je informatie over een contactpersoon, bedrijf, deal, ticket of aangepast object opslaan door interactie met hun record.</p> <p>Er zijn drie hoofdsecties in een record:</p> <ul> <li aria-level="1"><strong>Linkerzijbalk</strong>: het linkerpaneel van je record bevat <a href="#about-and-actions" rel="noopener">secties Acties en Eigenschappen<em> </em></a> met details over het record. De linker zijbalk van een <span style="text-decoration: underline;">contactpersoonrecord</span> bevat ook <a href="#communication-subscriptions-and-website-activity" rel="noopener"><em>Communicatie abonnementen</em> en <em>Website activiteit</em>. </a></li> <li aria-level="1"><strong>Middelste kolom:</strong> het middelste paneel van uw record bevat een<a href="#timeline" rel="noopener"> tijdlijn van activiteiten,</a> een <a href="#record-overview" rel="noopener">overzicht</a> van de koppelingen en belangrijke eigenschappen van het record en kan <a href="https://knowledge.hubspot.com/nl/object-settings/customize-records" rel="noopener" target="_blank">aangepaste tabbladen</a> bevatten, afhankelijk van uw abonnement.</li> <li aria-level="1"><strong>Rechterzijbalk</strong>: het rechterpaneel van je record bevat voorvertoningen van <a href="#associated-records-and-additional-tools" rel="noopener">gekoppelde records en bijlagen</a>. Afhankelijk van het object en je Hubspot abonnement kan dit paneel andere tools bevatten zoals <a href="#additional-tools" rel="noopener">lidmaatschappen, <em>Draaiboeken</em>, <em>Salesforce synchronisatie</em> en <em>Attributie</em>.</a></li> </ul> <p>De volgende informatie is standaard van toepassing op records, maar je kunt <a href="/object-settings/customize-records" rel="noopener" target="_blank">de lay-out en informatie van je records aanpassen</a>. Als je op een mobiel apparaat werkt, lees dan hoe je <a href="https://knowledge.hubspot.com/nl/records/work-with-records-in-the-hubspot-mobile-app" rel="noopener" target="_blank">met records kunt werken in de HubSpot mobiele app.</a></p> <p> </p> <h2>Een record bekijken</h2> <ul> <li>Navigeer naar je records:</li> <ul> <li><strong>Contactpersonen:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Contactpersonen</strong>.</li> <li><strong>Bedrijven:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Bedrijven</strong>.</li> <li><strong>Deals:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Deals</strong>.</li> <li><strong>Tickets:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> > <strong>Tickets</strong>.</li> <li><strong>Afspraken</strong> (indien <a href="/object-settings/use-the-object-library" rel="noopener" target="_blank">geactiveerd</a>): Navigeer in je HubSpot <strong>CRM</strong> account naar <strong>CRM</strong> > <strong>Contacts</strong>, klik vervolgens op het <strong>Contacts</strong> dropdown menu en selecteer<strong> Appointments</strong>.</li> <li><strong>Cursussen</strong> (indien <a href="/object-settings/use-the-object-library" rel="noopener" target="_blank">geactiveerd</a>): Navigeer in je HubSpot account naar <strong>CRM</strong> > <strong>Contactpersonen</strong>, klik vervolgens op het vervolgkeuzemenu <strong>Contactpersonen</strong> en selecteer<strong> Cursussen</strong>.</li> <li><strong>Vermeldingen</strong> (indien <a href="/object-settings/use-the-object-library" rel="noopener" target="_blank">geactiveerd</a>): Navigeer in je HubSpot account naar <strong>CRM</strong> > <strong>Contacts</strong>, klik vervolgens op het <strong>Contacts</strong> dropdown menu en selecteer<strong> Listings</strong>.</li> <li><strong>Services</strong> (indien <a href="/object-settings/use-the-object-library" rel="noopener" target="_blank">geactiveerd</a>): Navigeer in je HubSpot account naar <strong>CRM</strong> > <strong>Contacts</strong>, klik vervolgens op het <strong>Contacts</strong> dropdown menu en selecteer<strong> Services</strong>.</li> </ul> </ul> <ul> <ul> <li><strong>Aangepast objecten:</strong> Ga in je HubSpot-account naar <strong>CRM</strong> en selecteer het <strong>aangepaste object</strong>.</li> </ul> </ul> <ul> <li>Zoek op de recordindexpagina het record waarmee u wilt werken en klik op de <strong>naam</strong>.</li> </ul> <p><img alt="access-a-record" height="233" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/access-a-record.png?width=600&height=233&name=access-a-record.png" style="height: auto; max-width: 100%; width: 600px; margin-left: auto; margin-right: auto; display: block;" width="600" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/access-a-record.png?width=300&height=117&name=access-a-record.png 300w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/access-a-record.png?width=600&height=233&name=access-a-record.png 600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/access-a-record.png?width=900&height=350&name=access-a-record.png 900w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/access-a-record.png?width=1200&height=466&name=access-a-record.png 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/access-a-record.png?width=1500&height=583&name=access-a-record.png 1500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/access-a-record.png?width=1800&height=699&name=access-a-record.png 1800w" sizes="(max-width: 600px) 100vw, 600px"></p> <div class="row-fluid-wrapper row-depth-1 row-number-10"> <div class="row-fluid"> <div class="span12 widget-span widget-type-blog_content FaqAnswerBox" data-w="12" data-widget-type="blog_content" data-x="0"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <h2 id="about-and-actions">Acties en eigenschappen</h2> <p>De linker zijbalk toont de acties die je kunt uitvoeren op het record, evenals de eigenschappen van het record. Leer hoe je <a href="https://knowledge.hubspot.com/nl/object-settings/customize-records" rel="noopener" target="_blank">de linker zijbalk kunt aanpassen voor alle gebruikers en teams</a>.</p> <h3>Acties</h3> <p>Bovenaan de linkerzijbalk kun je:</p> <ul> <li>Acties voor de records voltooien. Klik op <span style="font-weight: bold;">Acties</span><span style="font-weight: normal;"> en</span> selecteer<span style="font-weight: normal;"> vervolgens</span> een van de volgende opties:</li> </ul> <img alt="records-actions-dropdown" height="257" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/records-actions-dropdown.png?width=500&height=257&name=records-actions-dropdown.png" style="height: auto; max-width: 100%; width: 500px; margin-left: auto; margin-right: auto; display: block;" width="500" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/records-actions-dropdown.png?width=250&height=129&name=records-actions-dropdown.png 250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/records-actions-dropdown.png?width=500&height=257&name=records-actions-dropdown.png 500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/records-actions-dropdown.png?width=750&height=386&name=records-actions-dropdown.png 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/records-actions-dropdown.png?width=1000&height=514&name=records-actions-dropdown.png 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/records-actions-dropdown.png?width=1250&height=643&name=records-actions-dropdown.png 1250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023-24-25/records-actions-dropdown.png?width=1500&height=771&name=records-actions-dropdown.png 1500w" sizes="(max-width: 500px) 100vw, 500px"> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Follow/Unfollow:</strong> klik om het record te volgen/ontvolgen. Standaard volg je alle records waarvan je de eigenaar bent. Door een record te volgen, ontvangt u <a href="https://knowledge.hubspot.com/nl/records/follow-a-record#set-your-follow-preferences" rel="noopener" target="_blank">meldingen </a>over updates van het record.</li> <li><strong>Alle eigenschappen weergeven: </strong>klik om alle eigenschappen van het record weer te geven.</li> <li><strong>Geschiedenis eigenschappen weergeven: </strong>klik om de geschiedenis van de waarden van de eigenschappen van het record weer te geven.</li> <li><strong>Associatiegeschiedenis bekijken:</strong> klik om de geschiedenis van de <a href="https://knowledge.hubspot.com/nl/records/associate-records#view-a-record-s-association-history" rel="noopener" target="_blank">gekoppelde records en interacties</a> van het record te bekijken <a href="https://knowledge.hubspot.com/nl/records/associate-records#view-a-record-s-association-history" rel="noopener" target="_blank">.</a></li> <li><strong>Zoeken in Google: </strong>klik voor contactpersonen en bedrijven om de naam van het record in Google te zoeken.</li> <li><strong>E-mail uitschakelen: </strong> klik<span style="font-weight: normal;">voor contactpersonen </span>om <a href="https://knowledge.hubspot.com/nl/records/how-do-i-unsubscribe-or-opt-out-contacts-from-email" rel="noopener" target="_blank">e-mailcommunicatie </a>met het e-mailadres van de contactpersoon <a href="https://knowledge.hubspot.com/nl/records/how-do-i-unsubscribe-or-opt-out-contacts-from-email" rel="noopener" target="_blank">uit te schakelen </a>.</li> <li><strong>Activiteit herstellen</strong>: klik om gekoppelde interacties te bekijken en te herstellen die in de afgelopen 90 dagen zijn verwijderd.</li> <li><strong>Record samenvoegen: </strong>klik om het record met een ander record samen te voegen.</li> <li><strong>Delete: </strong>klik om het record te verwijderen. Meer informatie over <a href="https://knowledge.hubspot.com/nl/records/delete-crm-records#data-lost-in-deletion" rel="noopener" target="_blank">de gegevens die verloren gaan tijdens een verwijdering</a>.</li> <li><span style="font-weight: bold;">Contactgegevens exporteren</span>: klik voor contactpersonen om <a href="https://knowledge.hubspot.com/nl/import-and-export/export-contact-data" rel="noopener" target="_blank">de persoonlijke gegevens van de contactpersoon te exporteren</a>.</li> </ul> </li> </ul> <ul> <li>Bekijk de primaire eigenschappen voor het record. Beweeg de muis over de eigenschappen en klik op het <span class="ss-icon-font notranslate" translate="no">edit</span> <strong>potloodpictogram </strong>of <strong>de waarde</strong> om de waarden van de primaire eigenschappen te bewerken (bijv. <em>Naam</em>, <em>Pijplijn</em> voor deals en tickets).</li> </ul> <a data-hs-anchor="true" id="activity-buttons"></a> <ul> <li>Voeg <a href="/records/manually-log-activities-on-records" rel="noopener" target="_blank">activiteiten</a> toe <a href="/records/manually-log-activities-on-records" rel="noopener" target="_blank">aan het record</a> door op de respectievelijke pictogrammen te klikken. Standaard worden pictogrammen voor notitie, e-mail, gesprek, taak en vergadering getoond. U kunt de pictogrammen voor activiteiten aanpassen:<br> <ul> <li>Klik op de <span class="ss-icon-font notranslate" translate="no">ellipse<span style="font-weight: bold;">·</span><span style="font-weight: bold;">·</span><span style="font-weight: bold;">·</span></span> <span style="font-weight: bold;">ellipsen</span> en selecteer <span style="font-weight: bold;">Activiteitknoppen opnieuw ordenen</span><span style="font-weight: normal;">. </span></li> <li><span style="font-weight: normal;">Klik in het dialoogvenster op de <span style="font-weight: bold;">vervolgkeuzemenu's</span> om de volgorde te selecteren waarin de pictogrammen op alle records worden weergegeven. Je kunt ook <span style="font-style: italic;">Leeg</span> selecteren als je bepaalde pictogrammen wilt verwijderen. </span></li> <li><span style="font-weight: normal;">Klik op <strong>Opslaan</strong>.</span></li> </ul> </li> </ul> <img alt="activity-buttons-record" height="243" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/activity-buttons-record.png?width=400&height=243&name=activity-buttons-record.png" style="width: 400px; margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%;" width="400" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/activity-buttons-record.png?width=200&height=122&name=activity-buttons-record.png 200w, https://knowledge.hubspot.com/hs-fs/hubfs/activity-buttons-record.png?width=400&height=243&name=activity-buttons-record.png 400w, https://knowledge.hubspot.com/hs-fs/hubfs/activity-buttons-record.png?width=600&height=365&name=activity-buttons-record.png 600w, https://knowledge.hubspot.com/hs-fs/hubfs/activity-buttons-record.png?width=800&height=486&name=activity-buttons-record.png 800w, https://knowledge.hubspot.com/hs-fs/hubfs/activity-buttons-record.png?width=1000&height=608&name=activity-buttons-record.png 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/activity-buttons-record.png?width=1200&height=729&name=activity-buttons-record.png 1200w" sizes="(max-width: 400px) 100vw, 400px"> </div> <div class="blog-post-wrapper cell-wrapper"> <h3>Eigenschap</h3> U kunt de waarden van de eigenschappen van het record bekijken en bewerken op het scherm <em>Over deze [record] </em>sectie. Leer hoe je <a href="https://knowledge.hubspot.com/nl/object-settings/customize-properties-in-record-sections" rel="noopener" target="_blank"> de eigenschappen bewerken die in dit gedeelte voor u worden weergegeven</a>. Gebruikers met <a href="https://knowledge.hubspot.com/nl/user-management/hubspot-user-permissions-guide#admin" rel="noopener" style="font-style: normal;" target="_blank">Superbeheerders rechten </a>kan ook <a href="https://knowledge.hubspot.com/nl/object-settings/customize-records" rel="noopener" target="_blank">de sectie aanpassen voor de gebruikers in het HubSpot account</a>. <br> <ul> <li>Als u <a href="https://knowledge.hubspot.com/nl/records/update-a-property-value-for-a-record" rel="noopener" target="_blank">de waarde van een eigenschap wilt bewerken</a>, gaat u met de muis over de <strong>eigenschap</strong> en klikt u op het<strong> <span class="ss-icon-font notranslate" translate="no">edit</span></strong> <strong>potloodpictogram</strong>.</li> <li>Om de geschiedenis van een specifieke eigenschap te bekijken, ga je met de muis over de <strong>eigenschap</strong> en klik je op <strong>Details.</strong> <span style="font-weight: normal;">U </span>klikt op <span style="font-weight: bold;">Acties</span> > <a href="https://knowledge.hubspot.com/nl/records/view-record-property-history" rel="noopener" target="_blank"><strong>Geschiedenis van eigenschap weergeven </strong></a>om de geschiedenis van <span style="text-decoration: underline;">alle</span> wijzigingen in de eigenschap te zien.</li> <li>Om alle eigenschappen te bekijken, klikt u op <strong>Acties</strong> > <strong>Alle eigenschappen bekijken</strong>.</li> </ul> <h3>Communicatie abonnementen en website activiteit</h3> <p>Op de linkerzijbalk van een <span style="text-decoration: underline;">Contactpersoonrecord</span> zijn er extra secties:</p> <ul> <li>In het gedeelte <em>Abonnementen op communicatie</em> kunt u de abonnementen van de contactpersoon bekijken en bewerken. Dit gedeelte is alleen beschikbaar als je <a href="/privacy-and-consent/how-do-i-turn-on-gdpr-functionality-in-my-hubspot-account" rel="noopener" target="_blank">de privacy-instellingen voor gegevens hebt ingeschakeld</a>. Hier wordt uitgelegd hoe u <a href="https://knowledge.hubspot.com/nl/records/manage-your-subscription-preferences-and-types#how-to-manage-your-contacts-subscriptions" rel="noopener" target="_blank">een abonnement voor de contactpersoon kunt toevoegen</a>.</li> <li>In de sectie <em>Website-activiteit</em> kunt u de interacties van de contactpersoon met uw website bekijken.</li> </ul> <h2 id="timeline">Tijdlijn activiteiten</h2> <p>Het middelste paneel toont de activiteiten met betrekking tot het record in chronologische volgorde, met de komende activiteiten bovenaan. </p> <p>Voor toegang tot het overzicht van de tijdlijn van activiteiten:</p> <ul> <li>Klik in de middelste kolom op de tab <strong>Activiteiten</strong>. De eerste keer dat je een record bekijkt, kom je standaard op de tab <em>Overzicht</em>. Als je verder gaat, kom je op de tab die je het laatst hebt bezocht, <em>Activiteiten</em> of <em>Overzicht</em>.</li> </ul> <p><img alt="activities-tab-record" height="166" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/activities-tab-record.png?width=600&height=166&name=activities-tab-record.png" style="height: auto; max-width: 100%; width: 600px;" width="600" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/activities-tab-record.png?width=300&height=83&name=activities-tab-record.png 300w, https://knowledge.hubspot.com/hs-fs/hubfs/activities-tab-record.png?width=600&height=166&name=activities-tab-record.png 600w, https://knowledge.hubspot.com/hs-fs/hubfs/activities-tab-record.png?width=900&height=249&name=activities-tab-record.png 900w, https://knowledge.hubspot.com/hs-fs/hubfs/activities-tab-record.png?width=1200&height=332&name=activities-tab-record.png 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/activities-tab-record.png?width=1500&height=415&name=activities-tab-record.png 1500w, https://knowledge.hubspot.com/hs-fs/hubfs/activities-tab-record.png?width=1800&height=498&name=activities-tab-record.png 1800w" sizes="(max-width: 600px) 100vw, 600px"></p> <p>Op de tijdlijn met activiteiten kun je activiteiten bekijken en filteren:</p> <ul> <li> <p>Klik boven in het record op <strong>Alles uitvouwen</strong> of <strong>Alles samenvouwen</strong> om de details van alle tijdlijnactiviteiten uit te vouwen of samen te vouwen.</p> <img alt="expand-or-collapse-all" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/expand-or-collapse-all.png?width=550&name=expand-or-collapse-all.png" style="width: 550px; margin-left: auto; margin-right: auto; display: block;" width="550" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/expand-or-collapse-all.png?width=275&name=expand-or-collapse-all.png 275w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/expand-or-collapse-all.png?width=550&name=expand-or-collapse-all.png 550w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/expand-or-collapse-all.png?width=825&name=expand-or-collapse-all.png 825w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/expand-or-collapse-all.png?width=1100&name=expand-or-collapse-all.png 1100w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/expand-or-collapse-all.png?width=1375&name=expand-or-collapse-all.png 1375w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/expand-or-collapse-all.png?width=1650&name=expand-or-collapse-all.png 1650w" sizes="(max-width: 550px) 100vw, 550px"></li> <li> <p>Om <a href="/records/filter-activities-on-a-record-timeline" rel="noopener" target="_blank">activiteiten te filteren</a>, klikt u op de <strong>tabbladen</strong> bovenaan of gebruikt u de vervolgkeuzemenu's <span style="font-weight: bold;">Filteren op</span>.</p> </li> </ul> <p><img alt="activity-types-contact-record-2" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/activity-types-contact-record-2.png?width=650&name=activity-types-contact-record-2.png" style="width: 650px; margin-left: auto; margin-right: auto; display: block;" width="650" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/activity-types-contact-record-2.png?width=325&name=activity-types-contact-record-2.png 325w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/activity-types-contact-record-2.png?width=650&name=activity-types-contact-record-2.png 650w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/activity-types-contact-record-2.png?width=975&name=activity-types-contact-record-2.png 975w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/activity-types-contact-record-2.png?width=1300&name=activity-types-contact-record-2.png 1300w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/activity-types-contact-record-2.png?width=1625&name=activity-types-contact-record-2.png 1625w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/activity-types-contact-record-2.png?width=1950&name=activity-types-contact-record-2.png 1950w" sizes="(max-width: 650px) 100vw, 650px"></p> <ul> <li> <p>Klik op het <strong>zoekpictogram</strong> <span class="ss-icon-font notranslate" translate="no">search</span> rechtsboven om naar een specifieke activiteit te zoeken. De resultaten zijn gebaseerd op het zoeken naar de termen in de volgende velden: <span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Taak onderwerp, </span><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Taak body, </span><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Notitie body, </span><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Call body, </span><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Email subject en </span><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Meeting body.</span></p> </li> <li>Op het tabblad <em>E-mail</em> kunt u een <a href="https://knowledge.hubspot.com/nl/one-to-one-email/send-and-reply-to-one-to-one-emails" rel="noopener" target="_blank">één-op-één e-mail</a> registreren en verzenden, of eerder verzonden en ontvangen één-op-één e-mails bekijken. <a href="https://knowledge.hubspot.com/nl/marketing-email/create-marketing-emails-in-the-drag-and-drop-email-editor" rel="noopener" target="_blank">Marketinge-mails</a> verschijnen <span style="text-decoration: underline;">niet</span> op het tabblad <em>E-mail</em>. <ul> <li>Klik op <strong>E-mail antwoorden samenvoegen</strong> om e-mail antwoorden samen te vouwen in een enkele thread, waarbij het meest recente bericht bovenaan de thread verschijnt.</li> <li>Klik op <strong>Toon alle e-mailreacties </strong>om elke individuele e-mail op de tijdlijn uit te vouwen.</li> </ul> </li> <li> <p>Klik op een <span style="font-weight: bold;">activiteit</span> om <a href="/records/comment-on-an-activity" rel="noopener" target="_blank">de details en opmerkingen te bewerken</a>.</p> </li> <li>Voor andere acties gaat u met de muis over een activiteit, klikt u op <strong>Acties</strong><span style="font-weight: normal;"> en</span> selecteert u een <span style="font-weight: bold;">optie</span>: <ul> <li><a href="https://knowledge.hubspot.com/nl/records/pin-an-activity-on-a-record" rel="noopener" target="_blank">Speld de activiteit vast</a> aan de bovenkant van de tijdlijn.</li> <li><a href="https://knowledge.hubspot.com/records/view-the-history-of-an-activity-on-a-record" rel="noreferrer nofollow noopener" target="_blank">Bekijk de geschiedenis van de activiteit.</a></li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><a href="https://knowledge.hubspot.com/nl/records/comment-on-an-activity" rel="noopener" target="_blank">Verwijder de activiteit</a>.</li> </ul> </li> </ul> <h2>Record overzicht</h2> <p>Het middelste paneel toont ook een overzicht van de informatie van het record, inclusief belangrijke eigenschappen, recente activiteiten en associaties.</p> <p>Om naar het overzicht van de records te gaan, klikt u in de middelste kolom op de tab <strong>Overzicht</strong>. De eerste keer dat je een record bekijkt, kom je standaard op de tab <em>Overzicht</em>. Als je verder gaat, kom je op de tab die je het laatst hebt bezocht, <em>Activiteiten</em> of <em>Overzicht</em>.</p> <p><img alt="overview-tab-record" height="174" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/overview-tab-record.png?width=600&height=174&name=overview-tab-record.png" style="height: auto; max-width: 100%; width: 600px; margin-left: auto; margin-right: auto; display: block;" width="600" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/overview-tab-record.png?width=300&height=87&name=overview-tab-record.png 300w, https://knowledge.hubspot.com/hs-fs/hubfs/overview-tab-record.png?width=600&height=174&name=overview-tab-record.png 600w, https://knowledge.hubspot.com/hs-fs/hubfs/overview-tab-record.png?width=900&height=261&name=overview-tab-record.png 900w, https://knowledge.hubspot.com/hs-fs/hubfs/overview-tab-record.png?width=1200&height=348&name=overview-tab-record.png 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/overview-tab-record.png?width=1500&height=435&name=overview-tab-record.png 1500w, https://knowledge.hubspot.com/hs-fs/hubfs/overview-tab-record.png?width=1800&height=522&name=overview-tab-record.png 1800w" sizes="(max-width: 600px) 100vw, 600px"></p> <p>Meer informatie over het <a href="https://knowledge.hubspot.com/nl/object-settings/customize-records" rel="noopener" target="_blank">aanpassen van de middelste kolom met records</a> voor elk object.</p> <h2 id="associated-records-and-additional-tools">Bijbehorende records en bijlagen</h2> <p>Op de rechterzijbalk van een record kun je voorvertoningen bekijken van de gekoppelde records en bijlagen van het record. Je kunt de secties herschikken door ze te slepen, of een sectie samenvouwen door op de <span style="font-weight: bold;">pijl</span> <span class="ss-icon-font notranslate" translate="no">down</span> <span style="font-weight: bold;">omlaag</span> te klikken. </p> <h3>Gerelateerde records</h3> <p>Recordassociaties worden weergegeven als voorbeeldkaarten onder de respectievelijke recordsecties op de rechterzijbalk (d.w.z. <em>Bedrijven</em>, <em>Deals</em>, <em>Tickets</em>). Je <a href="https://knowledge.hubspot.com/nl/object-settings/customize-records#customize-record-association-cards-starter-professional-and-enterprise-only" rel="noopener" target="_blank">kunt je records aanpassen</a> om aangepaste <a href="/records/use-cards-on-records#associations" rel="noopener" target="_blank">associatiekaarten te</a> maken en de details te bewerken die worden getoond voor gekoppelde records.</p> <p>Meer informatie over <a href="https://knowledge.hubspot.com/nl/records/associate-records" rel="noopener" target="_blank">het toevoegen en bewerken van associaties op records</a>.</p> <p><img alt="view-x-tickets" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-x-tickets.png?width=500&name=view-x-tickets.png" style="width: 500px; margin-left: auto; margin-right: auto; display: block;" width="500" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-x-tickets.png?width=250&name=view-x-tickets.png 250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-x-tickets.png?width=500&name=view-x-tickets.png 500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-x-tickets.png?width=750&name=view-x-tickets.png 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-x-tickets.png?width=1000&name=view-x-tickets.png 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-x-tickets.png?width=1250&name=view-x-tickets.png 1250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/view-x-tickets.png?width=1500&name=view-x-tickets.png 1500w" sizes="(max-width: 500px) 100vw, 500px"></p> <h3 class="blog-post-wrapper cell-wrapper">Bijlagen</h3> <p>Je kunt <a href="https://knowledge.hubspot.com/nl/records/add-and-remove-attachments-from-records" rel="noopener" target="_blank">bestanden toevoegen</a> aan het record. Je kunt ook <a href="/email/how-do-i-add-a-document-attachment-to-a-hubspot-email" rel="noopener" target="_blank">bijlagen bekijken die als onderdeel van een aangemelde e-mail naar een contactpersoon zijn verzonden</a>.</p> <h2>Extra hulpmiddelen</h2> <p>Op de rechterzijbalk van een record kunt u ook extra tools bekijken en gebruiken die aan uw records zijn gekoppeld. Je kunt een sectie samenvouwen door op de <span style="font-weight: bold;">pijl</span> <span class="ss-icon-font notranslate" translate="no">down</span> te klikken<span style="font-weight: normal;"> en</span><a href="/object-settings/customize-records#left-or-right-sidebars" id="__hsNewLink" rel="noopener" target="_blank">als je accountbeheerder dat toestaat</a>, kun je de hulpprogramma's herschikken door ze te slepen.</p> <p>De gereedschappen die verschijnen op de rechterzijbalk verschillen afhankelijk van de objecten waarmee je werkt, die voor elk gereedschap in de onderstaande lijst worden gespecificeerd.</p> <h3>Account overzicht</h3> <p>Accountoverzicht wordt weergegeven in de rechterzijbalk van <span style="text-decoration: underline;">bedrijfsrecords</span> om een samenvatting op hoog niveau van het bedrijf weer te geven. Het overzicht bevat of het bedrijf een doelaccount is, het aantal contactpersonen dat aan het bedrijf is gekoppeld, informatie over hun <a href="https://knowledge.hubspot.com/nl/branding/get-started-with-account-based-marketing-in-hubspot#properties" style="color: #0091ae;">kopersrollen</a> en de laatste interactie en het laatste contact met het bedrijfsrecord op basis van de <a href="https://knowledge.hubspot.com/nl/properties/hubspot-crm-default-company-properties" style="color: #0091ae;">standaard bedrijfseigenschappen</a>.</p> <p><span style="background-color: #ffff04;"><img alt="account-overview-in-company-record" loading="lazy" src="https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/account-overview-in-company-record.png?width=400&name=account-overview-in-company-record.png" style="width: 400px; margin-left: auto; margin-right: auto; display: block;" width="400" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/account-overview-in-company-record.png?width=200&name=account-overview-in-company-record.png 200w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/account-overview-in-company-record.png?width=400&name=account-overview-in-company-record.png 400w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/account-overview-in-company-record.png?width=600&name=account-overview-in-company-record.png 600w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/account-overview-in-company-record.png?width=800&name=account-overview-in-company-record.png 800w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/account-overview-in-company-record.png?width=1000&name=account-overview-in-company-record.png 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/account-overview-in-company-record.png?width=1200&name=account-overview-in-company-record.png 1200w" sizes="(max-width: 400px) 100vw, 400px"></span></p> <p>Als je <a href="https://knowledge.hubspot.com/nl/account-management/manage-seats" style="color: #0091ae;">een <strong><em><span style="color: #0091ae;">Sales Hub</span></em></strong><em><span style="color: #0091ae;"> Professional</span></em><span style="color: #0091ae;"> of </span><span style="color: #0091ae;"> Enterprise-seat</span></a> hebt, klik je op <strong>Accountgegevens weergeven</strong> om het volgende in het rechterpaneel te zien:</p> <ul> <li aria-level="1"><a href="https://knowledge.hubspot.com/nl/records/associate-activities-with-records" style="color: #0091ae;">Activiteiten verbonden</a><span style="color: #555555;"> aan het bedrijf</span></li> <li aria-level="1"><a href="https://knowledge.hubspot.com/nl/records/associate-records" style="color: #0091ae;">Contactpersonen gekoppeld</a> aan het bedrijf</li> <li aria-level="1">Interne belanghebbenden, dit zijn alle <a href="https://knowledge.hubspot.com/nl/account-management/add-and-remove-users" style="color: #0091ae;">HubSpot gebruikers</a> die activiteiten hebben aangemaakt of er deel van hebben uitgemaakt voor het bedrijf</li> <li aria-level="1"><a href="https://knowledge.hubspot.com/nl/records/associate-records" style="color: #0091ae;">Deals gekoppeld</a> aan het bedrijf</li> <li aria-level="1"><a href="https://knowledge.hubspot.com/nl/account/how-does-hubspot-track-visitors">Getrackte paginaweergaves op je site </a>van de contactpersonen die aan het bedrijf zijn gekoppeld.</li> </ul> <h3>Attributierapporten<span style="font-weight: bold;"><em>(</em></span> alleen<span style="font-weight: bold;"><em>Marketing Hub</em></span> of <em><span style="font-weight: bold;">Content Hub</span></em> <em>Professional</em> en <em>Enterprise</em> )</h3> <p>Attributierapporten verschijnen in de rechterzijbalk van <span style="text-decoration: underline;">contactpersoonrecords</span> en <span style="text-decoration: underline;">dealrecords.</span> In de sectie <em>Attributie</em> kunt u bestaande attributierapporten bekijken of maken bij meerdere contactmomenten. Op <span style="text-decoration: underline;">contactpersoonrecords</span> kunt u, als u een <a href="https://knowledge.hubspot.com/nl/reports/create-attribution-reports">Attributie bij meerdere contactmomenten</a> hebt gemaakt, een rapport bekijken van de interacties van de contactpersoon met uw bedrijf op basis van wanneer de contacten zijn gemaakt.</p> <ul> <li aria-level="1">Om te bewerken <a href="https://knowledge.hubspot.com/nl/reports/create-attribution-reports#attribution-models">welk attributiemodel </a>in het rapport wordt weergegeven, klikt u op het vervolgkeuzemenu <strong>Attributierapport</strong> en selecteert u het type model dat u wilt bekijken.</li> <li>Klik<span style="text-decoration: underline;">in</span> <span style="text-decoration: underline;">dealrecords</span> op om een rapport weer te geven van <strong>Inhoud</strong> of <strong>Interacties </strong>met betrekking tot de contactpersoonactiviteit die aan de deal is gekoppeld. </li> <li aria-level="1">Klik op <strong>Toon alle interacties</strong> om details te bekijken van alle interacties die aan de contactpersoon zijn gekoppeld.</li> <li aria-level="1">Klik op <strong>Open attributierapport bouwer</strong> om het rapport direct in de rapportbouwer te bekijken en te bewerken.</li> </ul> <h3>Gesprekken</h3> <p>Gesprekken verschijnen op de rechterzijbalk van <span style="text-decoration: underline;">ticketrecords</span> als het ticket is gekoppeld aan een thread in de <a href="https://knowledge.hubspot.com/nl/inbox/set-up-the-conversations-inbox" style="color: #0091ae;">inbox van gesprekken</a>. Om direct naar de conversatie in de inbox te gaan, klik je op de <strong>naam </strong>van de conversatie. De conversatie wordt geopend in een ander browsertabblad waar je de thread kunt bekijken of opvolgen als dat nodig is.</p> <p>Meer informatie over <a href="https://knowledge.hubspot.com/nl/records/manage-the-tickets-in-your-inbox" style="color: #0091ae;">het werken met tickets</a> in je inbox.</p> <h3>Posten</h3> <p>Posten verschijnen in de rechterzijbalk van <span style="text-decoration: underline;">dealrecords</span>. Je kunt <a href="https://knowledge.hubspot.com/nl/products/edit-products-and-terms-in-the-line-items-editor" style="color: #0091ae;">posten</a>, uit de <a href="https://knowledge.hubspot.com/nl/products/how-do-i-use-products#create-a-product" style="color: #0091ae;">productenbibliotheek </a>of nieuw aangemaakt, aan de deal koppelen. Dit helpt gebruikers om te begrijpen wat er in de deal wordt verkocht en voor hoeveel.</p> <p>Meer informatie over het gebruik van <a href="https://knowledge.hubspot.com/nl/products/how-do-i-use-products" style="color: #0091ae;">producten</a> en <a href="https://knowledge.hubspot.com/nl/products/edit-products-and-terms-in-the-line-items-editor" style="color: #0091ae;">posten</a>.</p> <h3>Onderdeel van lijst en workflow</h3> <p>Lidmaatschappen van lijsten en workflows verschijnen in de rechterzijbalk van <span style="text-decoration: underline;">contactpersoonrecords.</span> De secties <em>Onderdelen van lijsten</em> en <em>Workflow </em> van het record<em>( </em>alleen<em>Professional </em>en <em>Enterprise </em>) geven het aantal <a href="/lists/create-active-or-static-lists" rel="noopener" target="_blank">lijsten </a>en <a href="https://knowledge.hubspot.com/nl/workflows/create-workflows" rel="noopener" target="_blank">workflows </a>weer waarin de contactpersoon zich bevindt.</p> <ul> <li>Klik op <strong>Onderdeel van lijst beheren</strong> om alle lijsten te bekijken waar de contactpersoon deel van uitmaakt. Op de <em>pagina Onderdeel van lijsten</em> kun je <a href="https://knowledge.hubspot.com/nl/website-pages/require-member-registration-to-access-private-content#troubleshoot-membership-registration-for-private-content" rel="noopener" target="_blank">hun registratie voor privécontent beheren</a>.</li> <li>Klik op <strong>Workflow lidmaatschappen beheren</strong> om alle workflows te bekijken waarvoor de contactpersoon was en is ingeschreven. Op de pagina <em>Workflow lidmaatschappen</em> kun je <a href="/workflows/manually-enroll-objects-into-workflows#enroll-from-a-contact-record" rel="noopener" target="_blank">de contactpersoon inschrijven voor een workflow </a><em>(</em> alleen<em>Professional</em> en <em>Enterprise </em>).<a href="/workflows/manually-enroll-objects-into-workflows#enroll-from-a-contact-record" rel="noopener" target="_blank"></a></li> </ul> <p><img loading="lazy" src="https://2832391.fs1.hubspotusercontent-na1.net/hub/2832391/hubfs/Contacts/Contacts/list-and-workflow-membership-contacts.png?t=1581318354027&width=860"></p> <h3>Draaiboeken<em><span style="font-weight: bold;">(</span></em> alleen<em><span style="font-weight: bold;">Sales Hub</span></em> of <em><span style="font-weight: bold;">Service Hub</span></em> <em>Professional</em> en <em>Enterprise</em> )</h3> <p>Draaiboeken verschijnen in de rechter zijbalk van <span style="text-decoration: underline;">alle records</span> binnen <span style="font-weight: bold;"><em>Sales Hub</em></span> of <span style="font-weight: bold;"><em>Service Hub</em></span> <em>Professional</em> en <em>Enterprise</em> accounts. Bij interactie met een record kunt u op een <strong><a href="/playbooks/use-playbooks" rel="noopener" target="_blank">draaiboek</a></strong> klikken om bepaalde voorgeschreven vragen of stappen weer te geven om het gesprek te begeleiden.</p> <h3>Prijsopgaven</h3> <p><span style="text-decoration: underline;">Prijsopgaven verschijnen in de rechterzijbalk van </span><span style="text-decoration: underline;">dealrecords.</span> Wanneer een verkoop is gesloten, kun je een <a href="https://knowledge.hubspot.com/nl/quotes/use-quotes#create-quotes" style="color: #0091ae;">prijsopgave</a> maken die je naar contactpersonen kunt sturen die aan de deal zijn gekoppeld. Om een prijsopgave te maken met details over de posten van het record, klik je op <strong>Prijsopgave maken</strong> in het dealrecord.</p> <h3>Salesforce-synchronisatie<em>(</em> alleen<em>Professional</em> en <em>Enterprise</em> )</h3> <p><em>Salesforce Sync</em> verschijnt op <span style="text-decoration: underline;">alle records</span> binnen <em>Professional</em> en <em>Enterprise</em> accounts als het record wordt gesynchroniseerd met Salesforce via de <a href="/salesforce/install-the-hubspot-salesforce-integration" rel="noopener" target="_blank">HubSpot-Salesforce integratie</a>. Als het record niet wordt gesynchroniseerd met Salesforce of als u ervoor wilt zorgen dat het record gesynchroniseerd blijft met het record in Salesforce, klikt u op <strong>Nu synchroniseren</strong>.</p> </div> </div> </article> </div> </div> </div></span> <div class="blog-post-topic-wrapper" style="display: none;"> <span class="tag-name">records</span> </div> <span id="hs_cos_wrapper_Optional_Bottom_of_post_CTA" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"></span> </div> </div> </div> </div> </div> <div id="hs_cos_wrapper_lightbox" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="kb-lightbox" class="kb-lightbox cl-modal -light" role="dialog" aria-modal="true" aria-label="dialog with carousel of images"> <div class="cl-lightbox cl-modal-backdrop" data-cl-modal="close"> <div class="cl-lightbox-content-container"> <button class="cl-round-button cl-lightbox-close" data-cl-modal="close" aria-label="close dialog"> <svg class="cl-icon" aria-hidden="true"> <use href="#close" /> </svg> </button> <div class="cl-lightbox-content -image"> <div class="cl-loading -regular -secondaryDark"> <svg class="cl-loading-svg" viewbox="0 0 50 50" aria-hidden="true"> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5"></circle> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5" class="cl-loading-animated"></circle> </svg> </div> <img id="image-lightbox" alt="" src=""> </div> </div> <div> </div></div> </div></div></article> <div id="hs_cos_wrapper_module_15971280583729" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><section id="page-feedback" class="page-feedback"> <form id="page-feedback__form"> <fieldset id="page-feedback__sentiment" class="page-feedback__form-field"> <legend>Was dit artikel nuttig?</legend> <input type="radio" name="kb_was_this_page_helpful" id="helpful" value="Yes" required><label for="helpful">Yes</label> <input type="radio" name="kb_was_this_page_helpful" id="unhelpful" value="No" required><label for="unhelpful">No</label> </fieldset> <div id="page-feedback__reveal" hidden> <fieldset id="page-feedback__main-issue" hidden class="page-feedback__form-field radio-input radio-input--inline"> <legend>Bedankt voor je antwoord. 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