Training | HubSpot | How to Create a Property

Purpose

This training explains how to create a new property in HubSpot.
Learners will understand where to find the property creation settings, how to configure labels, descriptions, and field types, and when to use this feature to store custom company or contact information.

Training Content

1. In HubSpot, click the Settings gear icon in the upper-right corner of the screen.

2. Scroll down and locate Data Management in the left-hand sidebar.

3. Under Data Management, find and click Objects.

4. If the Objects section is collapsed, click to expand it.

5. Choose the object type where you want to add the property (for example, Company).

6. Under the Setup tab, click Manage Company Properties.

7. On the right-hand side, click Create Property.

8. Choose Create Manually when prompted.

9. Enter a Property Label (for example, TestProperty).

10. Add a Description (for example, This property is a test).

11. Leave the Object Type and Group as their default values — no changes needed.

12. On the left-hand side, select the Field Type that best fits your data (for example, Single Line Text).

13. Once all fields are complete, click Create to finish.

14. Verify that the new property now appears in the property list.

Video Walkthrough:

https://drive.google.com/file/d/1TGn72Nujixe-i-4Sb4BBCXZqmIS8rU63/view

Ownership

Technology Manager