Tips, Tricks & Best Practices

ElodieDel
Member

Personalize the Type field when creating a Company

SOLVE

When I create a new Company, I can choose between different option in the Type field:
Lead 
Partner
Resaler
Provider
Other
I would like to add a personalized option, how can I proceed to do that?

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Personalize the Type field when creating a Company

SOLVE

Hi @ElodieDel,

 

You can find instructions here: https://knowledge.hubspot.com/properties/create-and-edit-properties

 

In short, navigate to Settings > Properties > change the dropdown to company properties > search for the type field > click on it to edit it.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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0 Upvotes
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Personalize the Type field when creating a Company

SOLVE

Hi @ElodieDel 

you should be able to edit the Company Type property fro HubSpot

or create a custom one of your own.

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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2 Replies 2
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Personalize the Type field when creating a Company

SOLVE

Hi @ElodieDel 

you should be able to edit the Company Type property fro HubSpot

or create a custom one of your own.

Hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Personalize the Type field when creating a Company

SOLVE

Hi @ElodieDel,

 

You can find instructions here: https://knowledge.hubspot.com/properties/create-and-edit-properties

 

In short, navigate to Settings > Properties > change the dropdown to company properties > search for the type field > click on it to edit it.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes