CRM

NoFencesLand
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CRM Contact Fields still show up after unchecking the box for them to be displayed

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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?

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MayPascaud
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Alunos da HubSpot
Alunos da HubSpot

CRM Contact Fields still show up after unchecking the box for them to be displayed

resolver

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-o...

 

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

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MayPascaud
Solução
Alunos da HubSpot
Alunos da HubSpot

CRM Contact Fields still show up after unchecking the box for them to be displayed

resolver

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-o...

 

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

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