CRM

jic
Participante

Contact Properties

resolver

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? 

0 Avaliação positiva
1 Solução aceita
MFrankJohnson
Solução
Autoridade no assunto

Contact Properties

resolver

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

Exibir solução no post original

4 Respostas 4
Adriaan
Participante

Contact Properties

resolver

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
Autoridade no assunto

Contact Properties

resolver

_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 Avaliação positiva
jic
Participante

Contact Properties

resolver

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 Avaliação positiva
MFrankJohnson
Solução
Autoridade no assunto

Contact Properties

resolver

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