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kb-breadcrumbs__item" id="bc-core" href="/"> <span>Knowledge Base</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-category" href="/crm"> <span>CRM</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow" aria-hidden="true">right</span> <a class="kb-link uiLinkWithoutUnderline uiLinkDark kb-breadcrumbs__item" id="bc-topic" href="/crm/topics#properties"> <span>Properties</span> </a> <span class="ss-icon-font kb-icon kb-icon__low kb-breadcrumbs__arrow final-breadcrumb-arrow" aria-hidden="true">right</span> <span class="kb-breadcrumbs__item" id="bc-page"> <span>Create and edit properties</span> </span> </nav> </div> </section></div> <div id="hs_cos_wrapper_L10N_Disclaimer" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div class="flex-row" itemscope itemtype="http://schema.org/TechArticle"> <div class="body-container"> <span style="display: none;" itemscope itemprop="publisher" itemtype="http://schema.org/Organization"> <span itemprop="logo" itemscope itemtype="http://schema.org/ImageObject"> <meta content="http://knowledge.hubspot.com/hubfs/assets/hubspot.com/home/2015/Academy.png" itemprop="url"> <meta itemprop="width" content="296"> <meta itemprop="height" content="296"> </span> <meta content="HubSpot Support" itemprop="name"> </span> <meta content="November 21, 2019" itemprop="datePublished"> <meta content="Support" itemprop="author"> <meta content="https://knowledge.hubspot.com/properties/create-and-edit-properties" itemprop="mainEntityOfPage"> <article> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="blog-section"> <div class="blog-post-wrapper cell-wrapper"> <div class="section post-header"> <h1 itemprop="name headline"><span id="hs_cos_wrapper_name" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="text">Create and edit properties</span></h1> <p class="last-updated">Last updated: <span itemprop="dateModified">  November 18, 2024 </span></p> </div> <div id="hs_cos_wrapper_module_16518346644602" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> </div> <div id="hs_cos_wrapper_Article_product_key" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module">    <div class="article-key-wrapper"> <div class="article-key-header"> <h4>Available with any of the following <a href="https://knowledge.hubspot.com/billing/where-can-i-find-my-subscription-and-contacts-or-email-send-limit-information-in-hubspot">subscriptions</a>, except where noted:</h4> </div> <table class="article-key"> <tbody><tr> <td> <img src="https://knowledge.hubspot.com/hubfs/Knowledge_Base_2023/subscription_key_icons/sprocket-web-color.svg" width="24" height="24" class="article-key__hub-icon" role="presentation" loading="lazy" alt=""> <a href="https://www.hubspot.com/products/crm"> <span class="article-key__all-products">All products and plans</span> </a> </td> </tr> </tbody></table> </div> </div> <div class="section post-body" id="post-body" itemprop="articleBody"> <span id="hs_cos_wrapper_post_body" class="hs_cos_wrapper hs_cos_wrapper_meta_field hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="meta_field" data-hs-cos-type="rich_text"><p>Properties are fields that store information on HubSpot <a href="/get-started/manage-your-crm-database" rel="noopener" target="_blank">records</a>. For example, you can use the <em>City</em> company property to specify where companies are located. There are default properties included for each<a href="/get-started/manage-your-crm-database" rel="noopener" target="_blank"> object</a>, but you can create <a href="https://www.hubspot.com/products/custom-objects?hubs_content=knowledge.hubspot.com%2Fcrm-setup%2Fmanage-your-properties&hubs_content-cta=create%2Fcustom%2Fproperties" rel="noopener" target="_blank">custom properties</a> to store unique data for your business.</p>  <p>You should check whether a default property can meet your data requirements before creating a custom property. Learn more about the default properties for <a href="https://knowledge.hubspot.com/properties/hubspots-default-contact-properties" rel="noopener" target="_blank">contacts</a>, <a href="https://knowledge.hubspot.com/properties/hubspot-crm-default-company-properties" rel="noopener" target="_blank">companies</a>, <a href="https://knowledge.hubspot.com/properties/hubspots-default-deal-properties" rel="noopener" target="_blank">deals</a>, <a href="https://knowledge.hubspot.com/properties/hubspots-default-ticket-properties" rel="noopener" target="_blank">tickets</a>, <a href="/properties/hubspots-default-lead-properties" rel="noopener" target="_blank">leads</a>, and <a href="/customer-feedback/feedback-submission-properties" rel="noopener" target="_blank">feedback submissions.</a> </p> <p>You can also <a href="https://knowledge.hubspot.com/properties/organize-and-export-properties" rel="noopener" target="_blank">delete and export properties</a> from your settings. If you want to view or update values for properties, learn how to <a href="https://knowledge.hubspot.com/records/update-a-property-value-for-a-record?_ga=2.17110527.739114677.1651766840-1197051296.1651766840" rel="noopener" target="_blank">edit property values on a record</a> or <a href="https://knowledge.hubspot.com/records/bulk-edit-records" rel="noopener" target="_blank">in bulk. </a></p> <h2>Create a custom property</h2> <p><span style="color: #33475b;">You must have </span><a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide?_ga=2.9699187.739114677.1651766840-1197051296.1651766840#crm-settings-access" style="color: #0091ae;" rel="noopener" target="_blank"><em>Edit property settings </em><span style="color: #0091ae;">permissions</span></a><span style="color: #33475b;"> to create new properties. If you'd like to create a property with the same set-up as an existing property, you can also <a href="#clone-a-property" rel="noopener">clone</a> a property.</span></p> <p>To create a custom property:</p> <ul> <li aria-level="1"> <p>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</p> </li> <li aria-level="1"> <p>In the left sidebar menu, navigate to <strong>Properties</strong>.</p> </li> <li aria-level="1"> <p>Click the<strong> Select an object </strong>dropdown menu, then select <strong>[Object] properties </strong>to create a property for that object.</p> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/select-an-object-properties.png?width=800&name=select-an-object-properties.png" alt="select-an-object-properties" width="800" loading="lazy" style="width: 800px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/select-an-object-properties.png?width=400&name=select-an-object-properties.png 400w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/select-an-object-properties.png?width=800&name=select-an-object-properties.png 800w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/select-an-object-properties.png?width=1200&name=select-an-object-properties.png 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/select-an-object-properties.png?width=1600&name=select-an-object-properties.png 1600w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/select-an-object-properties.png?width=2000&name=select-an-object-properties.png 2000w, https://knowledge.hubspot.com/hs-fs/hubfs/Imported%20sitepage%20images/select-an-object-properties.png?width=2400&name=select-an-object-properties.png 2400w" sizes="(max-width: 800px) 100vw, 800px"></p> <ul> <li> <p>In the upper right, click <strong>Create property</strong>.</p> </li> </ul> <p class="alert"><strong>Please note: </strong><span style="font-weight: normal;">t</span><span style="color: #33475b;">he number of custom properties you can create depends on </span><a href="https://legal.hubspot.com/hubspot-product-and-services-catalog?&_ga=2.9699187.739114677.1651766840-1197051296.1651766840#TechnicalLimits" style="color: #0091ae;" rel="noopener" target="_blank">your HubSpot subscription.</a> <a href="https://legal.hubspot.com/hubspot-product-and-services-catalog?&_ga=2.9699187.739114677.1651766840-1197051296.1651766840#TechnicalLimits" style="color: #0091ae;" rel="noopener" target="_blank"></a>If you <a href="https://knowledge.hubspot.com/account-management/downgrade-a-paid-subscription#downgrading-to-hubspot%E2%80%99s-free-tools">downgrade to HubSpot's free tools</a>, you can view and edit existing custom properties but cannot create new properties if you already exceed the limit.</p> <a id="property-definition" data-hs-anchor="true"></a> <ul> <li aria-level="1"> <p>In the property editor, set the property’s details:</p> </li> <ul> <li aria-level="2"> <p><strong>Property Label:</strong> enter a unique name for the property. This is the name of the property as it appears in your HubSpot CRM, including on records and index pages. Since you can edit a property's label, the label should <span style="text-decoration: underline;">not</span> be used for integrations and APIs. For example, <em>Company name</em> is a property label.</p> </li> <li aria-level="2"><a id="internal-name" data-hs-anchor="true"></a> <p><strong>Internal name</strong>: click the <span class="ss-icon-font notranslate" translate="no">code</span> <span style="font-weight: bold;">code icon</span> to view or set the internal name for the property, with a maximum of 100 characters. Once a property is created, the internal name <span style="text-decoration: underline;">cannot</span> be edited. Since the internal value of a property will never change, it <span style="text-decoration: underline;">should</span> be used for integrations and APIs rather than the property label. For example, the internal name for the <em>Company</em> <em>name</em> property is <code class="notranslate" translate="no">name</code>.</p> </li> </ul> </ul> <ul> <ul> <li aria-level="2"> <p><strong>Object type:</strong> select the <span style="font-weight: bold;">object</span> that will store the property. By default, this is the object you selected earlier. Object type <span style="text-decoration: underline;">cannot</span> be edited once saved.</p> </li> <li aria-level="2"><strong>Business unit</strong>: if your account has <a href="/branding/manage-brands-with-business-unit" rel="noopener" target="_blank">business units</a>, select the <strong>unit</strong> to which the property belongs.</li> <li aria-level="2"> <p><strong>Group:</strong> select the <a href="https://knowledge.hubspot.com/properties/organize-and-export-properties#create-and-edit-property-groups" rel="noopener" target="_blank" style="font-weight: bold;">property group</a> that the property will belong to. A property group is a label used to group similar properties within an object. These are used only within the properties settings.<span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);"> </span></p> </li> <li aria-level="2"><strong>Description:</strong> enter <strong>text</strong> to describe the property. This is not required to create a property.</li> </ul> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-details.png?width=500&height=395&name=updated-property-details.png" width="500" height="395" loading="lazy" alt="updated-property-details" style="width: 500px; margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-details.png?width=250&height=198&name=updated-property-details.png 250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-details.png?width=500&height=395&name=updated-property-details.png 500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-details.png?width=750&height=593&name=updated-property-details.png 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-details.png?width=1000&height=790&name=updated-property-details.png 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-details.png?width=1250&height=988&name=updated-property-details.png 1250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-details.png?width=1500&height=1185&name=updated-property-details.png 1500w" sizes="(max-width: 500px) 100vw, 500px"></p> <ul> <li aria-level="1"> <p>In the left sidebar menu, click the <span style="font-weight: bold;">Field Type </span><span style="font-weight: normal;">tab</span>.</p> </li> <li> <p>To set the property’s field type, click the <strong>Field type</strong> dropdown menu, then<a href="https://knowledge.hubspot.com/properties/property-field-types-in-hubspot" rel="noopener" target="_blank"> select a <strong>field type</strong> for the property.</a></p> </li> </ul> <a id="field-type-dependencies" data-hs-anchor="true"></a> <ul> <li aria-level="1"> <p>There are additional steps that appear when you select certain field types:</p> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong>Number</strong>: select the <span style="font-weight: bold;">format</span> the values should be in. Options include <em>Formatted number</em>, <em>Unformatted number</em>, <em>Percentage</em>, or <em>Currency</em>.</li> <li><strong>Date picke</strong>r or <strong>Date and time picker</strong>: select how the date and time should appear, either <strong>Show [date/date and time] only</strong> or <strong>Show [date/date, time] and relative time</strong>. Displaying relative time doesn't affect a date/date and time property's values. Relative time is not supported in forms, reports, or the mobile app. Learn about <a href="/properties/use-todays-date-in-the-crm" rel="noopener" target="_blank">other ways to use today's date and relative time in your CRM</a>.</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li><strong style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">File</strong><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">: select the </span><strong style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">file visibility</strong><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">, either </span><strong style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Private</strong><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);"> or </span><strong style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">Public</strong><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);">. </span><span style="font-family: var(--kb-token-basefontfamily), var(--kb-token-fallbackfontstack);"><span style="font-style: italic;">Private</span> means that only users who have access to your HubSpot account will be able to view the file. <span style="font-style: italic;">Public</span> means that the file can be viewed by anyone with the file's URL, so this option is recommended for files used in public content such as website pages. The sharing URLs can be generated either by clicking <span style="font-style: italic;">Share</span> or using the <code class="notranslate" translate="no">file_by_id</code> <a href="https://developers.hubspot.com/beta-docs/reference/cms/hubl/functions#file-by-ids" rel="noopener" target="_blank">HUBL function</a>. The files' URL will be publicly accessible, but the files themselves will not be indexable or visible anywhere else in HubSpot. This setting only affects the access of files uploaded in the CRM, not files uploaded via form submissions. Regardless of a file property's visibility setting, you can still <a href="/properties/restrict-view-edit-access-for-properties" rel="noopener" target="_blank">restrict the property's view and edit access</a>.</span></li> <li style="color: #000000;" aria-level="2"> <p><span style="color: #33475b;"><strong>Calculation</strong> or <strong>Score</strong>: click<strong> Build [calculation/score]</strong>, then set up your</span> <a href="https://knowledge.hubspot.com/properties/create-calculation-properties?_ga=2.12710385.739114677.1651766840-1197051296.1651766840" rel="noopener" target="_blank">calculation property</a> <span style="color: #33475b;">or</span> <a href="https://knowledge.hubspot.com/properties/set-up-score-properties-to-qualify-leads?_ga=2.12710385.739114677.1651766840-1197051296.1651766840" rel="noopener" target="_blank">score property</a> <span style="color: #33475b;">criteria.</span></p> </li> <li style="color: #000000;" aria-level="2"><span style="color: #33475b;"><a href="/properties/create-sync-properties" rel="noopener" target="_blank"><strong>Property sync</strong></a>: select the <span style="font-weight: bold;">object</span> and <span style="font-weight: bold;">property</span> to sync data from. If needed, specify which associated record to sync from based on its association label or when it was created.</span></li> <li style="color: #000000;" aria-level="2"><a id="enumeration-options" data-hs-anchor="true"></a> <p><span style="color: #33475b;"><strong>Multiple checkboxes</strong>, <strong>Dropdown select</strong>, or <strong>Radio select</strong>:</span></p> <ul> <li> <p><span style="color: #33475b;">Enter the different options for the property:</span></p> <ul> <li aria-level="4"> <p><span style="color: #33475b;"><strong>Label:</strong> enter the <span style="font-weight: bold;">name</span> of the option. The option's <em>Internal value</em> is automatically generated based on the label.</span></p> </li> <li aria-level="4"> <p><span style="color: #33475b;"><strong>In forms:</strong> click to toggle the <span style="font-weight: bold;">switch</span> on to include the option for forms.</span></p> </li> <li aria-level="4"> <p><span style="color: #33475b;"><strong>+ Add option:</strong> click to add a new option.</span></p> </li> <li aria-level="4"> <p><span style="color: #33475b;"><strong>Load options: </strong>click to load multiple options at once. You can select a default set of options, such as <em>Country</em> and <em>Timezone</em>, paste text to create options in bulk, or copy the options from an existing property.</span></p> </li> <li aria-level="4"> <p><span style="color: #33475b;"><strong>Clear all options: </strong>click to remove all existing options.</span></p> </li> </ul> </li> </ul> </li> </ul> </li> </ul> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-options.png?width=700&height=448&name=updated-property-options.png" width="700" height="448" loading="lazy" alt="updated-property-options" style="width: 700px; margin-left: auto; margin-right: auto; display: block; height: auto; max-width: 100%;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-options.png?width=350&height=224&name=updated-property-options.png 350w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-options.png?width=700&height=448&name=updated-property-options.png 700w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-options.png?width=1050&height=672&name=updated-property-options.png 1050w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-options.png?width=1400&height=896&name=updated-property-options.png 1400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-options.png?width=1750&height=1120&name=updated-property-options.png 1750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023_2024/updated-property-options.png?width=2100&height=1344&name=updated-property-options.png 2100w" sizes="(max-width: 700px) 100vw, 700px"> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li aria-level="3">To manage the options in bulk, select the <strong>checkboxes</strong> next to the options. At the top of the table, select: <ul> <li aria-level="4"><strong>Hide in forms:</strong> click to hide the selected property values from appearing in your HubSpot forms as options.</li> <li aria-level="4"><strong>Merge:</strong> click to merge the selected property values. This will result in the merged values being removed from the property, leaving one value. This may affect integrations and tools that rely on a specific property value, such as <a href="/lists/create-active-or-static-lists?&_ga=2.12710385.739114677.1651766840-1197051296.1651766840#select-list-criteria" style="color: #0091ae;" rel="noopener" target="_blank">list </a>and <a href="/workflows/choose-your-workflow-actions?_ga=2.12710385.739114677.1651766840-1197051296.1651766840" style="color: #0091ae;" rel="noopener" target="_blank">workflow </a>filters.</li> <li aria-level="4"><strong>Delete:</strong> click to delete the selected property values.</li> </ul> </li> <li aria-level="3">Click and drag the <span class="ss-icon-font notranslate" translate="no">dragHandle</span> <strong>drag handle</strong> to manually reorder the options, or click the<strong> Sort </strong>dropdown menu and select <strong>Custom</strong> or <strong>Alphabetical</strong>.</li> </ul> </li> </ul> </li> </ul> <p class="alert"><strong>Please note:</strong> custom sort is <span style="text-decoration: underline;">not</span> supported for multiple checkboxes properties.</p> <a id="property-rules" data-hs-anchor="true"></a> <ul> <li>Click the<strong> Rules </strong>tab, then set rules for your property: <ul> <li>By default, properties are included as field options in your HubSpot forms, pop-up forms, and bots. If you don't want the property to be an option, clear the <strong>Show in forms, pop-up forms, and bots</strong> checkbox. Product properties <span style="text-decoration: underline;">cannot</span> be included in forms or bots.</li> </ul> </li> </ul> <a id="unique-value-properties" data-hs-anchor="true"></a> <ul> <li style="list-style-type: none;"> <ul> <li>For <em>Date picker</em> and <em>Date and time</em> <em>picker</em> properties, select which dates and days are allowed for the property's values: <ul> <li><strong>Any date</strong>: allow the value to be any date in the past or future.</li> <li><strong>Future dates only</strong>: only allow values after the current day. Choose which future dates are allowed: <strong>Any future date</strong>, <strong>Any date after buffer time</strong>, or <strong>Any date in a rolling date range</strong>, then if applicable, enter the <strong>number</strong> of days.</li> <li><strong>Past dates only</strong>: only allow values before the current day.</li> <li><strong>Specific date range</strong>: only allow values within a range of dates. Enter the beginning and end <strong>dates </strong>to set the range.</li> <li>Select the <strong>Allow Monday through Friday only</strong> checkbox to only allow values on weekdays.</li> </ul> </li> <li>For <em>Single-line text</em>, <em>Multi-line text</em>, and <em>Number</em> properties: <ul> <li><span style="color: #33475b;">For contact, company, deal, ticket, appointment, course, listing, service, and custom object properties, select the <strong>checkbox</strong> to require unique values for the property. With this turned on, users will be unable to enter the same value for multiple records. You can create up to ten unique value properties per object. Learn more about how <a href="https://knowledge.hubspot.com/records/deduplication-of-records#deduplicate-records-by-custom-unique-value-properties" rel="noopener" target="_blank">unique value properties are used to deduplicate records</a>.</span></li> </ul> </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li>Select the <span style="font-weight: bold;">Show in search</span> checkbox (<span style="font-style: italic;">Enterprise</span> only) to make values in the property <a href="https://knowledge.hubspot.com/account-management/search-within-your-hubspot-account?_ga=2.12710385.739114677.1651766840-1197051296.1651766840" style="color: #0091ae;" rel="noopener" target="_blank">searchable across objects in the global search bar</a>. You can create up to three searchable properties per contact, company, deal, or ticket, and up to 20 per custom object.</li> <li>For deal currency properties, by default, the currency format uses your <a href="https://knowledge.hubspot.com/object-settings/add-and-edit-your-account-currencies#company-currency" rel="noopener" target="_blank">company currency</a>. If your account uses multiple currencies, to <a href="https://knowledge.hubspot.com/object-settings/add-and-edit-your-account-currencies#create-custom-currency-properties" rel="noopener" target="_blank">set up a property that's based on each deal's currency, </a>select the <span style="font-weight: bold;">Use record currency instead of company currency</span> checkbox. Learn more about <a href="https://knowledge.hubspot.com/object-settings/add-and-edit-your-account-currencies#use-multiple-currencies-with-deals-starter-professional-and-enterprise-only" rel="noopener" target="_blank">using multiple currencies with deals.</a></li> </ul> </li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li>Select or clear the checkboxes to <a href="https://knowledge.hubspot.com/properties/set-validation-rules-for-properties" rel="noopener" target="_blank">set or edit the property's validation rules. </a>Validation rules are <span style="text-decoration: underline;">not</span> currently enforced when setting property values via form submissions or workflows.</li> </ul> </li> </ul> </li> <li>Click the <strong>Sensitive data</strong> tab (<em>Enterprise</em> only) to customize the <a href="/properties/store-sensitive-data" rel="noopener" target="_blank">property's sensitivity settings</a>.</li> <li><a id="manage-access" data-hs-anchor="true"></a>To set who has <a href="/properties/restrict-view-edit-access-for-properties" rel="noopener" target="_blank">access to view and edit the property</a>, click the <strong>Manage access</strong> tab. <ul> <li class="public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR">To prevent all non-admin users from being able to view or edit the property's value on a record, select <strong>Private to super admins only</strong>.</li> <li class="public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR">To allow all users to view and edit the property's value on a record, select <strong>Allow everyone to view and edit.</strong></li> <li class="public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR">To allow all users to view, but <span style="text-decoration: underline;">not</span> edit the property's value on a record, select <strong>Allow everyone to view</strong>. Super admins will be the only users allowed to edit the property's value.</li> <li class="public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR"> <div class="public-DraftStyleDefault-block public-DraftStyleDefault-ltr"> To specify which users and teams can view or edit the property's value on a record, select <strong>Assign to users and teams</strong>. Select the <strong>access</strong> each user or team should have. </div> </li> </ul> </li> </ul> <ul> <li>To review how your property will look and work, click the <strong>Preview</strong> tab.</li> <li>Once you’re done, click <strong>Create</strong> in the top right.</li> </ul> <h2>Edit an existing property</h2> <p><span style="color: #33475b;">You must have </span><a href="https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide?_ga=2.9699187.739114677.1651766840-1197051296.1651766840#crm-settings-access" style="color: #0091ae; font-style: normal;" rel="noopener" target="_blank">Edit property settings<em> </em><span style="color: #0091ae;">permissions</span></a><span style="color: #33475b;"> to edit properties. </span>To edit an existing property:</p> <ul> <li aria-level="1"> <p>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</p> </li> <li aria-level="1"> <p>In the left sidebar menu, navigate to <strong>Properties</strong>.</p> </li> <li aria-level="1"> <p>Click the<strong> Select an object </strong>dropdown menu, then select <strong>[Object] properties </strong>to edit a property for that object.</p> </li> </ul> <ul> <li aria-level="1"> <p id="locate">To locate certain properties:</p> <ul> <li aria-level="2"> <p>In the upper left, use the <span style="font-weight: bold;">dropdown menus</span> to filter by property group, <a href="https://knowledge.hubspot.com/properties/property-field-types-in-hubspot" rel="noopener" target="_blank">field type</a>, or which user created the property.</p> </li> <li aria-level="2"> <p>In the upper right, enter the <strong>name</strong> of a property in the search box to find a specific property.</p> </li> <li> <p>To sort your properties, click a <strong>column header</strong>.</p> </li> </ul> </li> </ul> <p><img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/property-filters.png?width=800&name=property-filters.png" alt="property-filters" width="800" loading="lazy" style="width: 800px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/property-filters.png?width=400&name=property-filters.png 400w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/property-filters.png?width=800&name=property-filters.png 800w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/property-filters.png?width=1200&name=property-filters.png 1200w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/property-filters.png?width=1600&name=property-filters.png 1600w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/property-filters.png?width=2000&name=property-filters.png 2000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2021/property-filters.png?width=2400&name=property-filters.png 2400w" sizes="(max-width: 800px) 100vw, 800px"></p> <ul> <li> <p>Hover over a property in the table, then click <span style="font-weight: bold;">Edit</span>. Some properties <span style="text-decoration: underline;">cannot</span> be edited, including certain default properties, or properties in <a href="https://knowledge.hubspot.com/properties/organize-and-export-properties#properties-in-use" rel="noopener" target="_blank">use on records or in HubSpot tools, such as lists or workflows.</a></p> </li> <li>In the property editor, you can do the following: <ul> <li>On the <span style="font-style: italic;">Details</span> tab, update the property’s <a href="#property-definition" rel="noopener">basic information</a>. You <span style="text-decoration: underline;">cannot</span> edit the property's object type or internal name.</li> </ul> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li>Navigate to the <strong>Field type</strong> tab to update the property's field type or property options. <ul> <li>To edit field type, click the <strong>Field type</strong> dropdown menu, then<a href="https://knowledge.hubspot.com/properties/property-field-types-in-hubspot" rel="noopener" target="_blank"> select a <strong>field type</strong> for the property</a>. Depending on the field type you select, <a href="#field-type-dependencies" rel="noopener">additional steps</a> may appear.</li> <li>Update the <a href="#enumeration-options" rel="noopener">options for enumeration properties</a> (e.g., dropdown select).</li> </ul> </li> <li>Navigate to the <strong>Rules</strong> tab to update the property's <a href="#property-rules" rel="noopener">rules</a>.</li> <li>Navigate to the <strong>Manage access</strong> tab to update which users and teams have <a href="/properties/restrict-view-edit-access-for-properties" rel="noopener" target="_blank">access to view and edit the property</a>.</li> <li>For enumeration properties, navigate to the <strong>Conditional options</strong> tab to <a href="https://knowledge.hubspot.com/properties/set-up-conditional-options-for-properties" rel="noopener" target="_blank">set up conditional logic for the property's options</a> (<em>Professional</em> and <em>Enterprise</em> only).</li> </ul> </li> </ul> <p class="alert"><strong>Please note:</strong><span style="font-weight: normal;"> changing an existing property’s field type can </span><strong><a href="https://knowledge.hubspot.com/records/property-value-is-underlined-red?_ga=2.9699187.739114677.1651766840-1197051296.1651766840" rel="noopener" target="_blank">invalidate </a></strong><span style="font-weight: normal;">current values stored in the property. It is recommended to </span><strong><a href="https://knowledge.hubspot.com/import-and-export/export-records?_ga=2.9699187.739114677.1651766840-1197051296.1651766840" rel="noopener" target="_blank">export all information</a> </strong><span style="font-weight: normal;">prior to editing a property's field type. A property's field type cannot be edited to <em>Score</em>,<em> Calculation</em>, or <em>Date</em>, and properties of those types cannot be edited to another field type.</span></p> <br> <ul> <li>Once you’re done, click <strong>Save</strong> in the top right.</li> </ul> <h2>Clone a property</h2> <p>To create a new property with the same setup as an existing property, you can clone that property. For example, an existing calculation property has a complicated formula you'd like to use as a template. You can clone the property, then adjust the formula to match the goal of the new property.</p> <ul> <li>In your HubSpot account, click the <span class="ss-icon-font">settings</span> <strong>settings icon</strong> in the top navigation bar.</li> <li aria-level="1"> <p>In the left sidebar menu, navigate to <strong>Properties</strong>.</p> </li> <li aria-level="1">Hover over the property, then click <strong>Clone</strong>.</li> </ul> <p class="alert"><strong>Please note:</strong> you <span style="text-decoration: underline;">cannot</span> clone default HubSpot properties.</p> <br> <img src="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-property.png?width=500&height=103&name=clone-property.png" width="500" height="103" loading="lazy" alt="clone-property" style="height: auto; max-width: 100%; width: 500px; margin-left: auto; margin-right: auto; display: block;" srcset="https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-property.png?width=250&height=52&name=clone-property.png 250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-property.png?width=500&height=103&name=clone-property.png 500w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-property.png?width=750&height=155&name=clone-property.png 750w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-property.png?width=1000&height=206&name=clone-property.png 1000w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-property.png?width=1250&height=258&name=clone-property.png 1250w, https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_2023/clone-property.png?width=1500&height=309&name=clone-property.png 1500w" sizes="(max-width: 500px) 100vw, 500px"> <ul> <li aria-level="1">In the editor, set the new property's details, then click <strong>Create</strong>.</li> </ul></span> <div class="blog-post-topic-wrapper" style="display: none;"> <span class="tag-name">properties</span> <span class="tag-name">CRM</span> <span class="tag-name">records</span> </div> <span id="hs_cos_wrapper_Optional_Bottom_of_post_CTA" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="rich_text"></span> </div> </div> </div> </div> </div> <div id="hs_cos_wrapper_lightbox" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div id="kb-lightbox" class="kb-lightbox cl-modal -light" role="dialog" aria-modal="true" aria-label="dialog with carousel of images"> <div class="cl-lightbox cl-modal-backdrop" data-cl-modal="close"> <div class="cl-lightbox-content-container"> <button class="cl-round-button cl-lightbox-close" data-cl-modal="close" aria-label="close dialog"> <svg class="cl-icon" aria-hidden="true"> <use href="#close" /> </svg> </button> <div class="cl-lightbox-content -image"> <div class="cl-loading -regular -secondaryDark"> <svg class="cl-loading-svg" viewbox="0 0 50 50" aria-hidden="true"> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5"></circle> <circle cx="25" cy="25" r="22.5" fill="none" stroke-width="5" class="cl-loading-animated"></circle> </svg> </div> <img id="image-lightbox" alt="" src=""> </div> </div> <div> </div></div> </div></div></article> <div id="hs_cos_wrapper_module_15971280583729" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><section id="page-feedback" class="page-feedback"> <form id="page-feedback__form"> <fieldset id="page-feedback__sentiment" class="page-feedback__form-field"> <legend>Was this article helpful?</legend> <input type="radio" name="kb_was_this_page_helpful" id="helpful" value="Yes" required><label for="helpful">Yes</label> <input type="radio" name="kb_was_this_page_helpful" id="unhelpful" value="No" required><label for="unhelpful">No</label> </fieldset> <div id="page-feedback__reveal" hidden> <fieldset id="page-feedback__main-issue" hidden class="page-feedback__form-field radio-input radio-input--inline"> <legend>Thanks for letting us know. 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