CRM

jic
参加者

Contact Properties

解決

Hi, 

 

I created a new property for my HubSpot and need to add it to several contacts. Is there a way to do this without going to the contact page for each and every contact that needs this property? 

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MFrankJohnson
解決策
ソートリーダー

Contact Properties

解決

Gotcha @jic,

 

There are primarily two ways to get it done ...
-1- Use the Contact Preview and edit each contact individually.
- see image

 

HubSpot Contact PreviewHubSpot Contact Preview

 


-2- Bulk edit properties for contacts you select from a View Filter
- see Bulk Edit Records

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

元の投稿で解決策を見る

4件の返信
Adriaan
参加者

Contact Properties

解決

Hi, 

 

When you click on a contact and then press 'view all properties' on the left, you can add properties to your contact. If you want these properties to be shown for all you contacts, you can then press 'Set default properties' on the left of your screen.

MFrankJohnson
ソートリーダー

Contact Properties

解決

_hubspot-button-accept-as-solution-gif-v00.gif

Once added to the first contact property you'll see your new property on all other contacts as well. 🙂

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 いいね!
jic
参加者

Contact Properties

解決

Sorry, I think my question was a little vague. I need the property to be "known" for specific contacts so that I can use the filter feature to search for contacts on that list. 

 

The property I created was for an event that we hosted and I created it to have multiple checkboxes (one for attended and one for invited). So I wanted to mark Bill, Ted, Sue, etc. as attended and Steve, Jill, Kim as invited without having to go to each of their pages. Is there a way to do that? Perhaps in the property page? 

0 いいね!
MFrankJohnson
解決策
ソートリーダー

Contact Properties

解決

Gotcha @jic,

 

There are primarily two ways to get it done ...
-1- Use the Contact Preview and edit each contact individually.
- see image

 

HubSpot Contact PreviewHubSpot Contact Preview

 


-2- Bulk edit properties for contacts you select from a View Filter
- see Bulk Edit Records

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com