How can I set default properties that appear in the 'About' section of contact, company, and deal records?

Last updated: November 13, 2017

Available For:

Marketing: Free, Starter, Basic, Pro, Enterprise
Sales: Free, Starter, Professional

If you have admin access in your account, you can choose which properties appear by default for all users in the About section for contact, company, or deal records. Individual users can also choose additional properties to include in the About section (more on that here).

To specify which default properties will appear on a record in your account, follow the instructions below:

  • Navigate to your settings: 
    • In your HubSpot Marketing BasicProfessional, or Enterprise account, navigate to Contacts Contacts Settings and click Contacts & Companies in the left sidebar menu.  
    • In your HubSpot Marketing Free or Starter account, navigate to Contacts > Contacts, then select Customize > Edit properties in the upper right-hand corner. In the next screen, select Contacts & Companies in the left sidebar menu.
    • In your HubSpot Sales account, navigate to Settings, then click Contacts & Companies or Sales Deals in the left sidebar menu. 
  • In this screen, you'll see an option for setting the properties your team sees on CRM records, in addition to setting the properties your team sees when creating CRM records and an option to sync record ownership between contacts and companies. Cick Manage next to Set the properties your team sees on contact/company/deal records

  • Search for the property you'd like to have your team see on contact records, and select the checkbox to the left of the screen. 
  • Click Save when you are finished.

Please note: if a user already has properties in the About section for their contact, company, or deal records in their own view, the properties specified as the default will be added to the existing properties in the About section across contact, company, and deal records for all users; the specified default properties will not replace any existing properties that other users have specified in their own views.

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