HubSpot Ideas


Adjust contact/company setup properties for different teams

It would be really useful to customise the required properties when setting up a contact, depending on a user's primary team, role, or individually.


There are different requirements for teams throughout businesses when it comes to storing contacts in the CRM.


For example, sales teams might want to know things like a company name, industry, annual revenue.


On the flip side, recruitment/HR are more interested in things like Job role, seniority, salary expectations. 


Then there are Service teams that might require different information altogether. Or Partnership/Business Development teams who might require different information when setting up a company record.


Having the ability to customise these contact/company setup properties so individual users can see what is most relevant to them could save a lot of time and improve productivity.