How to Add a Lead Source Property in HubSpot
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This guide will walk you through the process of adding a new lead source property in HubSpot. Custom lead source properties allow you to track and categorize your leads more effectively.
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Here's how to add a lead source property in HubSpot
- Access Settings
Click the "Settings" gear icon in the top right corner of your HubSpot dashboard to open the settings menu.
- Navigate to Properties
In the left-hand navigation menu, under "Data Management," select "Properties" to view existing properties.
- Select Object Type
From the "Select an object" dropdown menu, choose "Lead properties" to filter the list and manage lead-specific properties.
- Create New Property
Click the "Create property" button, typically located on the right side of the properties page, to begin defining a new property.
- Define Property Details
Fill in the "Property label" (e.g., "Lead source"), ensure the "Object type" is set to "Lead," and select an appropriate "Group" for the property.
- Choose Field Type
Select the desired "Field type" from the dropdown menu, such as "Multi-line text," to determine how data will be entered for this property.
- Finalize Property Creation
Configure any additional validation rules or access settings as needed, then click the "Create" button to save your new lead source property. A confirmation message will appear.
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Frequently Asked Questions
Lead properties are custom fields used to store specific information about your leads in HubSpot, allowing for more detailed segmentation and management.
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