We're using the Leads Object and have setup a few custom properties that are part of the Lead Creation form. The challenge that we are facing is that it doesn't seem to be simple to view these custom properties for a Lead after it has been created. The only way seems to be in Prospecting/Lead by editing the columns and adding the Custom Properties. This isn't quite seamless as we are working the Lead List where it would be ideal to see the custom properties under each Lead. Anyone else have this challenge and found a way around?
you're finding it a bit tricky to see your custom lead properties after creating them. Instead of constantly editing columns, you can make this easier by customizing your Leads list view.
Here’s a quick way to do it:
Head to Your Leads List: Go to your Lead Dashboard in HubSpot.
Adjust Columns: Click on the "Table Actions" dropdown (usually represented by three dots or a gear icon) and choose "Edit Columns."
Add Your Custom Properties: You can then select and add your custom properties so they appear directly in the Lead list.
This should make it much easier to keep track of those custom properties without the extra hassle!