Click the CRM tab
By clicking the CRM tab, you will access the Customer Relationship Management section where you can manage tasks, contacts, and meetings related to your customers.
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How to create custom deal properties in CRM
Create custom deal properties in your CRM by defining unique fields like 'Deals Priority' with specific dropdown options, enhancing your deal management and categorization…
viktoriaCreate custom deal properties in your CRM by defining unique fields like 'Deals Priority' with specific dropdown options, enhancing your deal management and categorization capabilities.
Step-by-step Guide16 steps
Click the Deals link
Clicking the 'Deals' link will navigate you to the Deals section, where you can manage and review your active deals and sales opportunities.
Loading screenshot…100%Click the Actions dropdown
This will open a menu with various options available for managing your deals, such as adding new tasks or modifying existing records.
Loading screenshot…100%Click the Edit properties option
This action opens a dialog where you can modify the details and settings of the selected deal. You will be able to adjust fields such as deal stage, close date, and other relevant properties.
Loading screenshot…100%Click the Create property button
This will open a dialog for adding a new custom property to your Deal properties in HubSpot, allowing you to collect more specific information about your records.
Loading screenshot…100%Click 'Create manually' to add a new property
By clicking 'Create manually', you can access the form to define a new property, where you can specify its label, description, and field type.
Loading screenshot…100%Type 'Deals Priority' in Property Label
In the 'Property label' field, enter 'Deals Priority' to define the label for your new property. This label will help categorize and manage your deals effectively in the system.
Loading screenshot…100%Click the Single-line text field
Input the desired text for the property in the Single-line text field, which is used to define specific details about the property you're creating.
Loading screenshot…100%Click the Dropdown select
Select the desired field type for your new property from the dropdown menu, such as 'Single-line text' or 'Multi-line text'.
Loading screenshot…100%Click the Label input field
Clicking the Label input field allows you to enter a name for the new property. This label will be used to identify the property in your account settings.
Loading screenshot…100%Type 'High' in Dropdown Options
Enter 'High' in the Dropdown options field to define a new option for the Deals Priority property. This will add 'High' as a selectable value for users when categorizing deals.
Loading screenshot…100%Click the Add option button
This will allow you to add a new dropdown option for the property being created, enabling you to customize the selection criteria for the 'Deals Priority' field.
Loading screenshot…100%Type 'Medium' in Option Label
Enter 'Medium' into the Option label field to set the priority level for the newly created property, which adds it to your dropdown options for selection.
Loading screenshot…100%Click the Add option button
Clicking this button allows you to add new options for the dropdown selection in the Deals Priority property configuration. This enables you to customize the available choices for users when categorizing deals.
Loading screenshot…100%Type 'Low' in the Option Label field
Enter 'Low' to set the priority level for the 'Deals Priority' property in the dropdown select options. This value will help in categorizing the deals based on their importance.
Loading screenshot…100%Click the Create propertyLoading button
This action initiates the process of adding a new property within the Deals Priority settings, allowing you to define custom fields and options.
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