Sharing companies/contact properties

Smart CRM & Sales Hub Account & Settings
1

Hello,

I’m new and unfortunately my onboarding advisor is on vacation this week.

We are moving to HubSpot for our CRM and Sales pipelines. In the admin account I have set up all the properties we need for Business information and Contact information. How do I ensure, it is configured for all the profiles and not just my own?

I don’t want my team to have to spend time configuring the basic data since I’ve already done it for the ‘Master account’.

I want to make sure it’s all set for them when they log in.

How do I do that?

Thanks for your help

2

Hi @SGrenier,

Properties and pipelines are created for all users, not just for one. In that sense, they don’t have to be recreated by other users again.

If you want everyone to see the same left record sidebar, you can find the instructions here: Customize records

Is there anything else you’re thinking of that you want to make sure is displayed the same way to other users as it is to you?

Best regards