How to Set Up Custom Fields in HubSpot CRM скачать в хорошем качестве

How to Set Up Custom Fields in HubSpot CRM

Learn how to set up custom fields in your HubSpot CRM so your team can track the data that actually matters across both deals and contacts. In this step-by-step tutorial, you’ll see exactly where to go in settings, how to manage properties, and how to create clean, consistent fields that make reporting and filtering much easier. We’ll start from your HubSpot home screen, open Settings, and walk through Data Management for Deals to create custom deal properties tailored to your sales process. Then we’ll repeat the same setup for Contacts, keeping naming conventions aligned so your team understands every field at a glance. By the end, you’ll know how to: Navigate to manage deal and contact properties Choose the right field types (single-line text, dropdown, etc.) for your data Keep labels, formats, and groups consistent for better reporting and segmentation Use this video as a quick HubSpot CRM field management guide for your sales and marketing team. If this tutorial helps, hit like and subscribe for more practical HubSpot walkthroughs. #HubSpot #HubSpotCRM #HubSpotTutorial #HubSpotTips #CustomFields #CRMSetup #SalesOps #RevOps #CRMTraining #HubSpotDeals #HubSpotContacts #B2BSales #SalesPipeline