Removing options from 'industry' drop down

[JaySvoboda]

https://piersondev.wpengine.com/contact-us-hubspot-form-test/

There's an 'industry' drop down with what looks like 100+ options.  How do we remove most of these as we only want to include roughly 10 drop down options, but still want it to populate correctly in that contact's information once the form is completed.

I know I can create a custom drop down with custom options, but that then wouldn't map properly to the 'industry' of that contact in the Sales Hub?

[keshukeshvala]

I wanted to know is it best practice to use Primary Industry and then Sub Industries under that primary industry while storing companies in CRM? 

Or it is better to keep only one Industry field? 

I wanted to know best practices, its pros and cons. We are in software develoment services industry and we deal with many types of companies each is from distinct industries. 

I am also worried like if we do clasfficiation of primary and sub industry will it create extra efforts, managing data will be tough and other issues? 

[Ben_M]

If the values in the picklist have no records associated with those values you can simply remove. If they do have a value, you will need to re-assign those records to a new value that exists, or clear that value before you can delete the value from the picklist.

[JaySvoboda]

Thank you for the reply Ben_M.  

When I try editing that property, I can't check the checkbox on the left or remove them in any fashion. 

Is there another method I can do to remove these options?

[Ben_M]

Weird. I just double checked 2 accounts I have and one is fully editable and the other is not like you show. The one that is fully editable is connected to Salesforce where the other uses the Hubspot CRM. I'm curious, are you connected to Salesforce? I'm wondering if the integration unlocks the fields to allow the sync.

[JaySvoboda]

Yea, we're not connected to Salesforce, just Huhspot Marketing and Sales Hubs.  Thank you though for checking!  Hopefully others may chime in on this post once it's been up for a bit.  Thank you again Ben_M.

[Jnix284]

@JaySvoboda the one you are trying to remove in your screenshot has 3 records associated (see column With Values) - you can only remove industries with a value of 0.

Hope this helps clarify! 🙂

[JaySvoboda]

Thank you for the reply Jnix284!  When I try to remove any industries, even with a zero (0) value, I get the crossed-out circle in red that I can't do anything to those either.

[Jnix284 · Accepted solution]

@JaySvoboda I see now, yes, this is correct - the property would have to be completely unused to make any edits:

One option for cleaning this up would be to create a new custom property for industry where you can transfer the values to temporarily.

1 - Create "custom industry" add your choices to the dropdown

2 - create a workflow to copy the data from "industry" to "custom industry"

3 - clear the industry property

4 - change the dropdown options for "industry"

5 - create a workflow to copy the data from "custom industry" to "industry"

6 - clear the custom industry property and delete

Alternatively, you could just create a custom property that you want to use, like "Target Industry" and create a workflow that maps the data from "Industry" when it matches any of your target industries.

So if you have 10 target industries, you could create an if/then statement for each one in the workflow so it's updated with the corresponding value.

That way, if you have someone with an Industry outside of the 10, you would still capture the data, but you don't have to use it as your primary property on the company record.