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KHansen2
Member

edit properties based on pipeline

SOLVE

I'm wondering if it's possible to edit the properties of a contact based on which pipeline it is in. We have a few different channels in our company and they require different properties. (im referring to the properties on the left hand side of a contact/ deal card)

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

edit properties based on pipeline

SOLVE

Hi @KHansen2,

 

Yes, it is possible to make a record sidebar section conditional and only make it appear if a record has a specified value for a property. This is a feature of the HubSpot Enterprise subscriptions and unfortunately not available in the free CRM, Starter or Professional subscriptions: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars#make-a-record-sidebar-section-cond...

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

edit properties based on pipeline

SOLVE

Hi @KHansen2,

 

Yes, it is possible to make a record sidebar section conditional and only make it appear if a record has a specified value for a property. This is a feature of the HubSpot Enterprise subscriptions and unfortunately not available in the free CRM, Starter or Professional subscriptions: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars#make-a-record-sidebar-section-cond...

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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