How do I add a new property or edit an existing property?

Create a custom property

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar, go to Data Management > Properties.
3. In the top right, click Create property.
4. In the right panel, configure your property:
   • Object type: Select the object the property will belong to.
   • Group: Choose the property group.
   • Label: Enter a name for the property.
   • Description: (Optional) Add a short description.
5. Click Next.
6. Choose a Field type for the property.
7. If the field type includes options (e.g., dropdown, radio select, multiple checkboxes), add your values:
   • Enter a Label for each option.
   • Use Add an option to include more values.
   • Use Load options to add options in bulk or copy from another property.
   • Use Clear all to remove all options if needed.
8. By default, the property will be available in forms. If you don’t want this, clear the Show in forms checkbox.
9. Click Create.

Edit an existing property

You can edit a property, but some changes may be restricted if the property already contains data or is used in tools like lists or workflows.

1. In your HubSpot account, click the settings icon.
2. Navigate to Data Management > Properties.
3. Use filters or the search bar to find the property:
   • Filter by object type, group, field type, or user if needed.
4. Click the property name to open it.
5. In the right panel, make your updates:
   • Edit the Label (property name).
   • Update the Description
   • Change the Group if needed
   • Review basic property details under the Basic info tab.
6. Click when you're done