We are setting up Hubspot CRM and will be implementing the Hubspot Marketing suite. Currently, the CRM has an admin area to select only the fields in which I want to see in my CRM. I’ve selected those fields and hit save. But when I go to my contacts, I still see all of the fields and many of them just aren’t pertinent to my business. Really need help on this?
Hi @NoFencesLand, thanks for reaching out!
To clarify: are you referring to the default contact properties that appear in your contact’s About section/card?
If so, you should be able to follow the instructions in this article in order to ensure that your desired properties are appearing in this field: https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-choose-which-properties-show-on-the-contact-overview
If you’ve already followed the steps outlined in this article, but are still not seeing the properties that you want to see, could you please provide a screenshot of your “Set default properties” settings screen, where you’ve chosen specific properties to appear, as well as a contact’s About card, where different properties are showing? I will then be sure to investigate this further.
Thank you,
May