Lists, Lead Scoring & Workflows

rajesh
メンバー

New Property Group

解決

Hi,

 

I am new to HubSpot and need help!

 

I have created a new property group for companies and added properties to it however i am not able to view the newly created property group within any company profile! 

 

How can i make this property group visible on the company profile section?

Kindly Help.

 

Thanks & Best Regards,

 

Raj

 

 

0 いいね!
2件の承認済みベストアンサー
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

New Property Group

解決

Hi @rajesh

 

First, I would like to check something. There are two separate property areas for contacts and companies. Can you check that you created your new properties in the companies area?

Contact Properties   HubSpot.pngIf you did, you should be able to click 'Manage Properties' on your company view and add your customer properties to the main 'About' view. 

 

Hope that helps. 

Phil Vallender | HubSpot Website Agency

元の投稿で解決策を見る

MayPascaud
解決策
元HubSpot社員
元HubSpot社員

New Property Group

解決

@rajesh all contact, company and deal properties will appear in the record's About section. Learn more about organizing properties here: https://knowledge.hubspot.com/contacts-user-guide-v2/how-to-use-contact-property-groups

元の投稿で解決策を見る

0 いいね!
8件の返信
MeganReid
参加者

New Property Group

解決

I had the same frustration after spending a ton of time creating a new property group, expecting it would appear as a NEW collapsible section on the contact record. Much to my disappointment after reaching out to support, I was informed that any new contact property, regardless of group would appear under the contact's About section. VERY DISAPPOINTING. What is the point of being able to organize the groups in the settings areas if this same organization cannot be seen on the actual contact record?? Hubspot, please add this as a functionality!!!

agi_sob
参加者

New Property Group

解決

This is so crucial for us, too! Why wouly you be able to create property group if you cannot display it for users on contact page? Im confused. 

MFrankJohnson
ソートリーダー

New Property Group

解決

- see Examples of when to use "Property Groups" for the #1 advantage to using Property Groups.

 

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

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

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

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

New Property Group

解決

Hi @rajesh

 

First, I would like to check something. There are two separate property areas for contacts and companies. Can you check that you created your new properties in the companies area?

Contact Properties   HubSpot.pngIf you did, you should be able to click 'Manage Properties' on your company view and add your customer properties to the main 'About' view. 

 

Hope that helps. 

Phil Vallender | HubSpot Website Agency
rajesh
メンバー

New Property Group

解決

Hi @Phil_Vallender,

 

Thank you much for your assistance, i am able to use the properties now.

 

However the properties appear in the About Section! is there a way i could have a different section for this property group? Please see image below:

Property GroupProperty Group

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PS: I am useing the free version of HubSpot.

 

 

0 いいね!
ShiraOsdoba
メンバー

New Property Group

解決

Hey! 

I am trying to add information on the left side on the user page where it says About Us, Deals, and Companies. How do you make a new category like you did called "contacts"? Thanks!

0 いいね!
MayPascaud
元HubSpot社員
元HubSpot社員

New Property Group

解決

@ShiraOsdoba this article that I linked to above explains how to create new property groups: https://knowledge.hubspot.com/contacts-user-guide-v2/how-to-use-contact-property-groups#how-to-creat...

0 いいね!
MayPascaud
解決策
元HubSpot社員
元HubSpot社員

New Property Group

解決

@rajesh all contact, company and deal properties will appear in the record's About section. Learn more about organizing properties here: https://knowledge.hubspot.com/contacts-user-guide-v2/how-to-use-contact-property-groups

0 いいね!