Set up fields seen when manually creating records

Last updated: January 16, 2019

Users with admin access can set up which fields appear when users manually create contacts, companies, deals, and tickets in HubSpot. Users with admin access in Sales Hub Professional or Enterprise accounts can also make certain fields in contact, company and deal creation mandatory during manual creation.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
    • For contacts or companies, in the left sidebar menu, navigate to Contacts & Companies.
    • For deals, in the left sidebar menu, navigate to SalesDeals.
    • For tickets, in the left sidebar menu, navigate to Service > Tickets.
  • Click Manage next to Set the properties your team sees when creating [objects].

  • If it is your first time setting up, in the dialog box, click Start from default properties to include your current default properties or click Start from scratch.

  • In the dialog box, select the checkboxes next to the properties you'd like to appear when a user creates the object.
  • For Sales Hub Professional or Enterprise accounts, select the checkboxes in the Required column next to properties you'd like to make mandatory when manually adding a contact, company, or deal to HubSpot. Users will not be able to manually create a contact, company, or deal, without entering these required properties.
Please note:
  • Certain properties will always be required (e.g., Email for contacts, Deal Name for deals).
  • Currently, ticket properties cannot be required.
  • Click Save.