Programme information

[NMartin2]

Hello, I am using CRM to keep a log of all client basic information. I want to see what programme each client is on. Is there a way of tracking this? 

I just need to see at a glance who is on what? I am also using the free version. Thanks in advance

[karstenkoehler · Accepted solution]

Hi @NMartin2,

You can create a custom property to keep track of the programme information: https://knowledge.hubspot.com/crm-setup/manage-your-properties#create-custom-properties

A custom contact property could be a multiple checkboxes field. Once created, you can assign each contact a value.

For easy access, I'd recommend adding this property to the contact sidebar: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

Best regards!