CRM

HubspotUser1234
Mitglied

Custom Dropdown Field in CRM

lösung

Hi there,

 

when opening Hubspot CRM --> Contacts you see rows for every conact. In this view it is also possible to assign a Hubspot User via Dropdown without entering into the contact. This is very handy. I would like to have the same with a custom dropdown-field. I know how to create and how to change Dropdown-Fields in the contact. But unfortunately it is only possible when I open the contact. It is not possible in the row/preview, here you only see the value but you can't edit it. It would be much quicker to do it just as "assign Hubspot-User".

 

Anyone any idea if/how this would work?

 

Best regards,

David

0 Upvotes
1 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Custom Dropdown Field in CRM

lösung

Hi @HubspotUser1234 

 

Assigning a contact owner is a key process, I guess that's why its been built into the GUI like this. This can't be applied to a custom property unfortunately. 

 

However, if you click the preview button when you hover on a contact, you can quickly edit any property that is set to show in your 'about this contact' box. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
1 Antwort
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Custom Dropdown Field in CRM

lösung

Hi @HubspotUser1234 

 

Assigning a contact owner is a key process, I guess that's why its been built into the GUI like this. This can't be applied to a custom property unfortunately. 

 

However, if you click the preview button when you hover on a contact, you can quickly edit any property that is set to show in your 'about this contact' box. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes