Deal Record

[MChanning]

We are a small UK based AV reseller, currently using the Free Subscription version of HubSpot CRM.

We would like to add to our deal records, a new field into which we could add the profit margin value and profit margin percentage, in order to give us a better snapshot view of each project and their profitability.

I am hoping someone will let me know how we could do this please?

Thanks in advance.

Happy Days

Mike

[karstenkoehler · Accepted solution]

Hi @MChanning,

Happy to help here. You can create new fields by following these steps: https://knowledge.hubspot.com/properties/create-and-edit-properties

Once created, you can place them in the left record sidebar: https://knowledge.hubspot.com/object-settings/customize-record-sidebars

Best regards!

[MChanning]

Thank you so much Karsten. 

Kind regards

Mike