CRM

ESearle
Member

Add a contact's title and pronouns?

SOLVE

Hi - is there a way to add a contact's title (e.g. Dr, Professor, Mr, Ms) and their pronouns?
This will make it easier when addressing them in emails.

 

Thanks,

Emma

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Add a contact's title and pronouns?

SOLVE

Hi @ESearle,

 

For both these cases you would create custom properties: https://knowledge.hubspot.com/crm-setup/manage-your-properties

 

You could either create dropdown select fields with all relevant options or make these single-line text fields. The former has the benefit that the information will be standardized and you don't end up with someone typing 'Mr' into the title field, for example. The latter allows for more options, of course, if someone does not find their preferred pronouns in your dropdown list.

 

You can then place these properties in the left sidebar of the contact record for easy access: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Add a contact's title and pronouns?

SOLVE

Hi @ESearle,

 

For both these cases you would create custom properties: https://knowledge.hubspot.com/crm-setup/manage-your-properties

 

You could either create dropdown select fields with all relevant options or make these single-line text fields. The former has the benefit that the information will be standardized and you don't end up with someone typing 'Mr' into the title field, for example. The latter allows for more options, of course, if someone does not find their preferred pronouns in your dropdown list.

 

You can then place these properties in the left sidebar of the contact record for easy access: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.