Updating Default Properties in HubSpot

Updating Default Properties in HubSpot

As in any database that is configured, HubSpot comes with default layouts and properties (i.e., fields).  Having the ability to customize what you see when you select a record is important in any environment.  Let’s discuss how we can update the default properties in the contact record, so we can see the data that we want to see in HubSpot.

To set up default properties, you will need to proceed to Settings inside of HubSpot which can be located at the top right corner of the screen by selecting the gear icon.

From there, you will want to locate the Object option and select the Contact option from the list of available Objects.

When the Contacts window opens, select the Record Customization tab.  This will bring you to the options that allow you to not only change the cards that are shown on the contact screen but to set the default properties.

Once we’ve entered the Record Customization window, let’s go ahead and select the “Choose properties for default sidebar” option.  Once selected, it will pop up with a window that will show you the current default options.  From here, we can select the Edit button to get into the screen to edit what fields are shown. Then click on “About this contact” to get to the screen shot below.

To help you execute these changes, we've also created a YouTube tutorial video for reference.  You can watch our tutorial here.

If you get stuck or need help with this, TopLine Results is well versed and can assist with your HubSpot database.  Please feel free to contact us at info@toplineresults.com or call 1-800-880-1960.


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