CRM

MatthewV
Member

Different Contact/Company Types

SOLVE

 

Is it possible to create different company/contact templates, with specific custom fields based on the company/contact type? 

 

For a "company" record example: If the company "type" field is selected as "client" then for certain custom fields to show that are only relevant to this particular company type. For example: "date joined", "annual revenue" etc

 

This would not be relevant or needed for a different company "type" such as Media - which in turn would need its own custom fields. 

 

I've seen this in most other CRM/sales platforms but can't seem to find it in Hubspot.

 

Thank you 

 

 

1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Different Contact/Company Types

SOLVE

Hi @MatthewV

 

Unfortunatly, this isn't supported in the HubSpot CRM currently. I recommend you post if over in the ideas forum to see if others agree with you that it would be a useful feature. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

0 Upvotes
2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Different Contact/Company Types

SOLVE

Hi @MatthewV

 

Unfortunatly, this isn't supported in the HubSpot CRM currently. I recommend you post if over in the ideas forum to see if others agree with you that it would be a useful feature. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
0 Upvotes
MatthewV
Member

Different Contact/Company Types

SOLVE

Thanks Phil

0 Upvotes