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How to set up conditional options for properties
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Tired of getting lost in a maze of property options in HubSpot? We’ve got the solution to streamline your workflow! Learn how to set up conditional options for properties in this video. • Accessing Property Settings: • 1. Head to your HubSpot account and click on the settings icon in the top navigation bar. • 2. Navigate to Properties in the left sidebar. • Setting Up Conditional Options: • 1. Choose the property type (e.g., Contact, Deal) from the Select an object dropdown menu. • 2. Select the specific property you want to make conditional. • 3. Click on its name to access the settings. • 4. Go to the Conditional options tab in the right panel. • Creating Rules: • 1. Choose the controlling property from the dropdown menu. • 2. Select a value from the When controlling property equals section. • 3. Decide which options from the dependent property should appear based on the controlling property's value. • 4. Save your configurations. • 5. With conditional options set up, the available choices for the dependent property will adapt dynamically according to the value of the controlling property. • #HubSpot #WorkflowOptimization #PropertyManagement #Tutorial #webdew • ----------------------------------------------------------------------------------------------------------- • Get FREE HubSpot Demo: https://bit.ly/3VEuefE 🚀 • Sign up for HubSpot's Free CRM: https://bit.ly/3VJkLn6 📈 • Outsource your HubSpot needs: https://bit.ly/4axdafI 💼 • Subscribe to our weekly newsletter: https://bit.ly/3PERwhi 📬 • Let's elevate your HubSpot journey together! 😊💡🌟🚀📈
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