Tips, Tricks & Best Practices

NDooly
Member

mandatory propperties

SOLVE

Hi

 

I'm using the free CRM version of HUBS, can i get a list of all properties available to me in accounts, contacts & opportunities? I want to make sure certain properties are mandatory.

 

Tks,

 

Neal

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

mandatory propperties

SOLVE

Hi @NDooly,

 

You can find all default properties here:

Making properties mandatory, for example in the create record form, is a paid feature: https://knowledge.hubspot.com/object-settings/set-up-fields-seen-when-manually-creating-records

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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Gaurav_Aggarwal
Solution
Key Advisor | Partner
Key Advisor | Partner

mandatory propperties

SOLVE

Hey @NDooly 

 

To view the properties available in the free CRM version of HubSpot for accounts, contacts, and deals, follow these steps:

 

In your HubSpot account go to settings  click the settings icon in the top navigation bar.

 

Navigate to properties In the left sidebar menu, go to Properties.

 

Filter by Object: Use the Filter by dropdown menu to select the object type (e.g., Contact properties or Deal properties).

 

To view the default properties select HubSpot as shown in the screenshot below:

 

Gaurav_Aggarwal_0-1722427035942.png

 

And you will be able to view all your deafult HubSpot properties and decide weather to create new one or not 

 

For more infomation on this kindly visit this article 

HubSpot default Contact properties

HubSpot default deal properties

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

Have questions? Get answers:

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NDooly
Solution
Member

mandatory propperties

SOLVE

Thanks, very helpful.

View solution in original post

0 Upvotes
6 Replies 6
danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

mandatory propperties

SOLVE

Hey there @NDooly. One additional thought on your mandatory question, besides the great advice from @karstenkoehler and @Gaurav_Aggarwal ... for Contacts, email is really the only mandatory property. It's what will help you avoid duplicate contacts. For the Company object, their company website (aka Cpmpany Domain Name) is what will avoid duplicate company records. 

 

I'd keep that in mind. As Karsten mentioned, the "create contact" form internally can only have mandatory fields (properties) with Sales Starter. But in external website forms, you get to choose which properties are mandatory for your prospects to fill out. 

 

Hope that helps too! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
0 Upvotes
NDooly
Member

mandatory propperties

SOLVE

very helpful, thanks

0 Upvotes
Gaurav_Aggarwal
Solution
Key Advisor | Partner
Key Advisor | Partner

mandatory propperties

SOLVE

Hey @NDooly 

 

To view the properties available in the free CRM version of HubSpot for accounts, contacts, and deals, follow these steps:

 

In your HubSpot account go to settings  click the settings icon in the top navigation bar.

 

Navigate to properties In the left sidebar menu, go to Properties.

 

Filter by Object: Use the Filter by dropdown menu to select the object type (e.g., Contact properties or Deal properties).

 

To view the default properties select HubSpot as shown in the screenshot below:

 

Gaurav_Aggarwal_0-1722427035942.png

 

And you will be able to view all your deafult HubSpot properties and decide weather to create new one or not 

 

For more infomation on this kindly visit this article 

HubSpot default Contact properties

HubSpot default deal properties

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

Have questions? Get answers:

Get Premium Support

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

NDooly
Member

mandatory propperties

SOLVE

very helpful, thanks

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

mandatory propperties

SOLVE

Hi @NDooly,

 

You can find all default properties here:

Making properties mandatory, for example in the create record form, is a paid feature: https://knowledge.hubspot.com/object-settings/set-up-fields-seen-when-manually-creating-records

 

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.

NDooly
Solution
Member

mandatory propperties

SOLVE

Thanks, very helpful.

0 Upvotes