Custom list of customer discovery details

[SKoehn]

I'm new to HubSpot. How can I create a custom list of discovery type questions that can be displayed in the company overview section in a company profile?

[hectorv]

Have you checked out Hubspot Playbooks?

https://knowledge.hubspot.com/playbooks/use-playbooks

Let me know what you think!

[karstenkoehler · Accepted solution]

Hi @SKoehn,

You can create new company fields by following these steps: https://knowledge.hubspot.com/crm-setup/manage-your-properties

Once created, you can add them as explained here: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

Best regards!

[SKoehn]

Thank you so much!