CRM

JLow-Hang
Participant

Sales properties I can add to contact view

SOLVE

Please see ticket #13670309. I'd like to add more sales properties to the columns availablein in the contacts view. However, I'm limited to the ones shown in the attachment. I've been told this isn't possible but we can have it in a report at the moment. Screenshot of sales options to choose form in contact view 2023-10-31 142708.png

1 Accepted solution
franksteiner79
Solution
Key Advisor

Sales properties I can add to contact view

SOLVE

Hi @JLow-Hang 

 

The HubSpot Community can not access the tickets you have logged with HubSpot Support, we are a group of HubSpot fans and helpers who do not work for HubSpot.

 

When you say "sales properties" - what exactly do you mean by that? HubSpot does not have sales properties but properties based on its common objects - contacts, companies, deals, etc. The "sales properties" you are referring to are what is called a property group - which contains some HubSpot default properties but you can group other properties under that if you wish.

 

What properties are you looking to add to your view? And have you searched for them in the search bar?

It is important to note that only properties of the object you are creating a view for can selected in view builder, e.g. contact views only show you contact properties, company views only show company properties, etc.

 

Frank

 

 

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

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2 Replies 2
JLow-Hang
Participant

Sales properties I can add to contact view

SOLVE

Hi @franksteiner79 ,

 

Thanks for the reply. I've added the ticket number there just in case someone looks into the conversation I had with the Hubspot support team.

 

Apologies if I confused you. They are company properties. In this case they are custom properties we have created. I'm using the term sales properties as per the screen shot that I added to the post. When you try and add more columns to the view your choosing from a list where those company properties are described as sales properties. The custom comapny properties won't appear in the search bar and the Hubspot support team have confirmed as you have that you can't add any more comapny properties to a contact view yet. However, if we can have default company properties in a contact view then we can surely have the other company properties in that view as well. I know the system doesn't do it now. But this is meant as a suggestion for the future.

 

I hope this is a little clearer. Thanks,

  

 

 

0 Upvotes
franksteiner79
Solution
Key Advisor

Sales properties I can add to contact view

SOLVE

Hi @JLow-Hang 

 

The HubSpot Community can not access the tickets you have logged with HubSpot Support, we are a group of HubSpot fans and helpers who do not work for HubSpot.

 

When you say "sales properties" - what exactly do you mean by that? HubSpot does not have sales properties but properties based on its common objects - contacts, companies, deals, etc. The "sales properties" you are referring to are what is called a property group - which contains some HubSpot default properties but you can group other properties under that if you wish.

 

What properties are you looking to add to your view? And have you searched for them in the search bar?

It is important to note that only properties of the object you are creating a view for can selected in view builder, e.g. contact views only show you contact properties, company views only show company properties, etc.

 

Frank

 

 

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project