It would be really useful to be able to create and edit ‘help text’ against each property as required.
This help text would either appear when you hover over the property title (or a ? or something similar) or show the text inline.
The text would be visible against each property within the main records, the side views / previews and the Create forms (Create Contact, Create Company, Create Deal etc)
This would reduce errors and help users to use the properties correctly.
This is essential. Hubspot has a course on frictionless sales, but I spend 1/2 my day fighting with our admin about things that didn’t get imputted correctly into fields (properties). Zoho has this.
This would be helpful to set the naming convention for properties - especially something like “deal name” that is a Hubspot property that is not editable, even the description. This is available in Forms and is extremely helpful. Of course would prefer only for those with Super Admin access
Yes please - having custom help text on create a deal form would be great especially for certain properties. We do have help documents that we share with teams as part of training but it would be great to have it directly in the form to stop users making mistakes.
Yes please add this functionality! I’m working on a new process to move something complex into HubSpot to streamline things but the other platform I was using for that process allowed me to clarify and define options with helper text so the reps knew when to select each option. I can’t currently add this in HubSpot.
Thank you all for taking the time to submit, upvote, and comment on this Idea. I’m happy to report that this Idea is now In Development! This means that our engineers are actively building this feature. The product development process is always filled with unexpected bumps and hurdles, so I can’t give a timeline, but I am confident in saying we’ll deliver this feature as soon as possible. All updates will be relayed on this thread, so stay tuned!