Set the properties that appear when creating records

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.

• In the left sidebar menu, navigate to Objects, then select the object you’d like to set the creation properties for.

• In the Creating [objects] section, click Customize the 'Create [object]' form.

• 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.

• On the right, click and drag a dragHandle 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.

• In the top right, click Save.