May 31, 20226:52 AM - edited May 31, 20227:00 AM
Participant
I put some custom properties in the Contact infos but when my workers where about to give them Tags they couldn´t see the Tag propertie (named "Gruppe"). How do i make it that it looks the same for all useres. PLS Help Alex
Click the settings icon from the main navigation bar of your HubSpot account. Go to CRM > Properties in the left sidebar menu. Click the dropdown menu in Filter by to select the object type you want to create a property for. Click Create property. A new panel, 'create new property' will be opened. Feed the information and set property: Object type: select the object type you want to set the property for. This is the same object type you selected earlier. Group: select the property group that property belongs to. Label: give a name to the property. Description: describe the property. Click Next. Click the dropdown menu in Field type and select a field type for the property. Field types with options like Multiple check boxes, Drop down select, and Radio select, enter the different options for the property. Label: name of the option. In forms: if you want to include the option for forms click the toggle to switch on. Add an option: add a new option click Add an option. Load options: You can load multiple options at once with this option. You can also select a default set of options or paste in your own options or can copy from any other property. Clear all: click to eliminate all the existing options. The property will also be included as an option for the fields in HubSpot forms, pop-up forms and bots, by default. If you don't want that, clear the Show in forms checkbox. Click Create.