CRM

blimstash
Participant

Meanings of default properties

SOLVE

I see there are over 100 default properties. Many I wouldn't use.

Do these properties have special meaning or are they used somewhere automatically?

 

Can I use them to mean something else?

What happens if I try to delete one?

 

Eg Deal type

I don't know why I'd use this as new/existing. Can I use it instead to list the category of products they want?

 

Or Closed lost/won reason

I want to change into a dropdown.

 

Also, I want to keep track of some 3-4 appointment dates that most deals will have. Where would I store this? Eg we may have an initial meeting before they book.

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Meanings of default properties

SOLVE

Hey there,

 

You can find a list of default properties incl. explanations here: https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties

 

The majority of these default properties cannot be edited but you can create new, custom properties for your needs. (Most of the default properties are deeply embedded into HubSpot's functionalities so it's better to not change them.)

 

Regarding the appointment dates, I'd recommend creating a date picker field (see here: https://knowledge.hubspot.com/contacts/property-field-types-in-hubspot).

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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MFrankJohnson
Thought Leader

Meanings of default properties

SOLVE

The following resources describe HubSpot default properties and many of their unique characteristics.

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Meanings of default properties

SOLVE

Hey there,

 

You can find a list of default properties incl. explanations here: https://knowledge.hubspot.com/contacts/hubspots-default-contact-properties

 

The majority of these default properties cannot be edited but you can create new, custom properties for your needs. (Most of the default properties are deeply embedded into HubSpot's functionalities so it's better to not change them.)

 

Regarding the appointment dates, I'd recommend creating a date picker field (see here: https://knowledge.hubspot.com/contacts/property-field-types-in-hubspot).

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.