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When implementing HubSpot CRM for a client, should you help them create custom properties?

  • Yes – help them create as many as they need for the information they want to know about their contacts.
  • Yes – but focus primarily on properties to hold information connected to their buyer personas and the way they qualify leads.
  • No – it’s better to teach them about the standard properties and then add custom properties later, after they already understand the basics.
  • No – while adding custom properties is an option, creating new properties early on can lead to confusion and disorganization later.