Trying to add custom deal property, can't add once I create

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I am new to Hubspot and trying to create a custom property for my Deal Information.

 

From the "Settings" page I click on Sales ->Deals and then I click on the Manage button for "Set the properties your team sees on deal records"

 

I then have a list of properties I can choose from, and the option to create a new one. When I click create a new one, it takes me to a new page, where I create the custom property, but then when I go back to select the custom property I created, it doesn't show up on the list.

 

Please help.

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Community Superstar

Refresh your screen! 🙂

 

HubSpot doesn't automatically refresh the screen when you move between screens, so something you create in one screen (e.g., a new Deal property) will not be visible in a subsequent or previous screen until after a refresh.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


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MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

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Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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Solution
Community Superstar

Refresh your screen! 🙂

 

HubSpot doesn't automatically refresh the screen when you move between screens, so something you create in one screen (e.g., a new Deal property) will not be visible in a subsequent or previous screen until after a refresh.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

View solution in original post

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HubSpot Product Team

Hey @timgourlay123 ! Did @MFrankJohnson 's response help resolve your issue? If so, please mark his comment as a solution - if not, let us know how we can help!

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