Contacts

Set up fields seen when manually creating records

Last updated: February 16, 2021

Users with Account Access permission can set up which fields appear when users manually create contacts, companies, deals, and tickets in HubSpot.

Users with Account Access permission in Sales Hub Professional or Enterprise accounts can make certain fields in contact, company and deal creation mandatory during manual creation.

Users with Account Access permission in Service Hub Professional or Enterprise accounts can make certain fields in ticket creation mandatory during manual creation.

Standard CRM objects

  • 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 Objects > Contacts & Companies under Records.
    • For deals, in the left sidebar menu, navigate to ObjectsDeals under Records.
    • For tickets, in the left sidebar menu, navigate to Objects > Tickets under Records.
  • 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 left column of the dialog box, select the checkboxes next to the properties you'd like to appear when a user creates the object. In the right column, click and drag the properties to reorder them.
  • For Sales Hub Professional or Enterprise accounts, you can select the checkboxes in the Required column next to properties you want to make mandatory when users manually creates a contact, company, or deal in HubSpot. Users will not be able to manually create a contact, company, or deal, without entering these required properties.
  • For Service Hub Professional or Enterprise accounts, you can select the checkboxes in the Required column next to ticket properties you want to make mandatory when a user manually creates a ticket in HubSpot. Users will not be able to manually create a ticket without entering these required properties.
Please note: certain properties will always be required (e.g., Email for contacts, Deal Name for deals).
  • Click Save.

Custom objects (Enterprise only)

Users with Account Access permission in Enterprise accounts can make certain fields in custom object record creation mandatory during manual creation.

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Objects > Custom Objects.
  • On the Setup tab, click Set fields seen when creating [custom object].
  • In the left sidebar, search for and select the checkboxes next to the properties and associations you want to appear when a user creates a record for the custom object.
    • To set a property or association as a required field, hover over the field and click Make required.
    • To rearrange the fields, drag and drop the field to a new position.
    • To remove a field, hover over the field and click Delete.

      custom-object-record-fields-editor-2
    • In the top right, click Save.