HubSpot CRM Field Customisation
Budget: ₹12,500 – ₹37,500 INR
I need quick, no-code tweaks inside HubSpot CRM so it mirrors the way our IT services and consulting team works. The focus is entirely on data-field customization.
Scope
• Contact information: add a few new custom properties, rename or hide irrelevant ones, and rearrange the order so account managers can spot key details instantly.
• Deal stages: adjust stage names and probability values, then shuffle the layout to match our current sales cycle.
• Company properties: introduce a handful of industry-specific fields and tidy the existing list for easier reporting.
Access to our Super Admin portal will be provided. I simply want the fields configured and neatly organized—no coding, integrations, or automation at this stage. A brief hand-over note outlining what you changed will complete the task.
Scope
• Contact information: add a few new custom properties, rename or hide irrelevant ones, and rearrange the order so account managers can spot key details instantly.
• Deal stages: adjust stage names and probability values, then shuffle the layout to match our current sales cycle.
• Company properties: introduce a handful of industry-specific fields and tidy the existing list for easier reporting.
Access to our Super Admin portal will be provided. I simply want the fields configured and neatly organized—no coding, integrations, or automation at this stage. A brief hand-over note outlining what you changed will complete the task.