Share Crete new contact form within team

[SJordan7]

Hi all,

New HubSpot user here 👋🙂. I'm setting up the CRM side of things for my team, and have customised the 'Create new contact' form. But I don't know how to share this with my specific team so that they all have the same form to fill out when creating a new contact? Is this a possibility (we have HubSpot Service professional plan)? Or doe they each have to set this form up individually? 

Thank you very much in advance for any help.

[karstenkoehler]

Hi @SJordan7,

The contact create form settings are the same for all users 🙂 The changes you made are reflected for other users as well.

Best regards!

[SJordan7]

Hi Karsten,  Thank you for your speedy reply! Does this mean that those outside my team would also have this same form when they go to create a new contact? The fields I've added to fill in are specific to my team only, so would not be wanted by other teams within the company.

Or perhaps it is best to just include the very basic fields and then once the contact has been created in HubSpot, those in my team can go into their details and add in the additional data for the fields I have created with our team view?

Thank you again 🙂

[karstenkoehler · Accepted solution]

Hi @SJordan7,

That's correct, that's what I'd suggest, too.

You can find more information here: https://knowledge.hubspot.com/crm-setup/set-up-fields-seen-when-manually-creating-records

Other users have already requested that this can be customized by team: https://community.hubspot.com/t5/HubSpot-Ideas/Properties-in-creation-forms-depending-on-the-team/id...

The productt team reviews these requests based on their popularity. I'd recommend upvoting and commenting.

Best regards!