Setting Up Custom Properties

[CMiller3]

I would like to set up a custom property that needs to be completed by the sales team

[karstenkoehler · Accepted solution]

Hi @CMiller3,

You can find step by step instructions for creating custom properties here: https://knowledge.hubspot.com/crm-setup/manage-your-properties

If you want them to appear in the left sidebar of a contact, company, or deal record, you can follow these steps: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

To show properties at specific times during a deal pipeline, you can edit these settings: https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#to-...

Best regards!