Last updated: October 17, 2022
Users with Account permissions can set up which fields appear when users manually create contacts, companies, deals, tickets, and custom objects in HubSpot.
Depending on your subscription, you can also make certain fields mandatory during manual creation.
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In your HubSpot account, click the settings icon in the main navigation bar.
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In the left sidebar menu, navigate to Objects, then select the object you’d like to set the creation properties for.
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In the Creating [objects] section, click Customize the 'Create [object]' form.
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In the left sidebar of the editor, select the checkboxes next to the properties you'd like to appear when a user creates the object. You can use the search bar to search for a specific property, or click a property group to expand or collapse its properties.
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On the right, click and drag a handle to reorder the properties. Any default required properties will remain at the top.
- To make a property mandatory, select the checkbox in the Required column (Starter, Professional, and Enterprise only). If a property is required, users will not be able to manually create a record without entering the property. Certain properties will always be required, such as Ticket name, Pipeline, and Ticket status for tickets.
Please note: the objects you can set required properties for depend on your subscription:
- Users in Sales Hub Starter, Professional or Enterprise accounts can set required properties for contacts, companies, or deals.
- Users in Service Hub Starter, Professional or Enterprise accounts can set required properties for tickets.
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In the top right, click Save.
