Currently, when creating a record (deal, contact, ticket, company) it is possible to set up which fields appear when users manually create contacts, companies, deals, tickets, and custom objects in HubSpot. However, it is also necessary to make this more customizable by editing the properties avaliable in the creation forms according to the user’s team. The only workaround would be to edit the available properties per team in the sidebar sections, but it would be helpful to be able to fill out the required information that, in a company with multiple areas, may vary according to the team creating the record. Thanks
Oi equipe,
Atualmente, ao criar um registro (negócio, contato, ticket, empresa), é possível configurar quais campos aparecem quando os usuários criam manualmente contatos, empresas, negócios, tickets e objetos personalizados no HubSpot. No entanto, também é necessário tornar isso mais personalizável editando as propriedades disponíveis nos formulários de criação de acordo com a equipe do usuário. A única solução seria editar as propriedades disponíveis por equipe nas seções da barra lateral, mas seria útil poder preencher as informações necessárias que, em uma empresa com várias áreas, podem variar de acordo com a equipe do funcionário que cria o registro. Obrigada
Yes, definitely need this! We use the business unit feature, and each business unit has different needs. Having a single deal create form for all business units is a major limitation.
Very surprising this isn’t part of the business unit setup. Such a feature comes with a lot of required feature adaptations - this is one of them, but unfortunately not the only one missing to cater to such a structure.
Hi there, I’m from Hubspot’s product team. What you’re describing is something we’re actively looking into for our roadmap. If any of you are interested, please set up some time with me and my team. We’d love to discuss your use cases and functionality expectations. Thank you!
It feels like this could be as simple as allowing the HubSpot Team to be a controlling property for conditional logic. Then different properties could appear for different teams.
Yessssss! Please make this happen. It will help with some basic compliance to be able to streamline the process for different groups. Otherwise it’s a mess of custom objects and workflows.
Totally agree - the flexiblity is most needed at this point in data entry to prioritise different fields being entered for different categories of deal - in my business scenario of a drainage company pre-planned maintenance, emergency work and inpsection work require different info to be recorded on creation.
