Default Properties in HubSpot CRM

Managing a team using HubSpot CRM? You probably want to make sure everyone sees the right information in the right place. You probably don't want to go through the hassle (or put your people through the hassle) of setting everything up manually each time a new person joins the team. That's where default properties come in.
 
Default properties makes it possible for managers and administrators to choose which properties other users will see by default on the contact, company, and deal screens in HubSpot CRM.
 
To edit a portals' default properties, visit Settings, then click Contacts, Companies, or Deals. You'll see a link to edit the defaults in your portal. (One note - editing a portals' defaults won't change or remove any customization an individual user has done; it will only add properties to any favorites they've already selected.)

Topics: HubSpot CRM, All Updates, Sales - All Updates



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