CRM

SM22
Participant

Editing Custom Lead Properties

SOLVE

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?

1 Accepted solution
Lucila-Andimol
Solution
Most Valuable Member | Gold Partner
Most Valuable Member | Gold Partner

Editing Custom Lead Properties

SOLVE

Hi @SM22 

so currently the only way to see the custom properties for a lead is in the columns

or in the create lead form

because the information shown in the lead is coming from the associated contact.

It 'd we great to have a special card with the lead information,

maybe you can post this here in the ideas forum so that the product team can consider it.

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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2 Replies 2
Lucila-Andimol
Solution
Most Valuable Member | Gold Partner
Most Valuable Member | Gold Partner

Editing Custom Lead Properties

SOLVE

Hi @SM22 

so currently the only way to see the custom properties for a lead is in the columns

or in the create lead form

because the information shown in the lead is coming from the associated contact.

It 'd we great to have a special card with the lead information,

maybe you can post this here in the ideas forum so that the product team can consider it.

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

himanshurauthan
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Editing Custom Lead Properties

SOLVE

Hi @SM22

 

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:

  1. Head to Your Leads List: Go to your Lead Dashboard in HubSpot.
  2. Adjust Columns: Click on the "Table Actions" dropdown (usually represented by three dots or a gear icon) and choose "Edit Columns."
  3. 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!

 

Best regards!

Digital Marketing & Inbound Expert In Growth Hacking Technology