Complete guide to the Hubspot property editor

The Hubspot property editor is the central place where you define and manage CRM fields for objects like contacts, companies, deals, and tickets. Understanding how it works helps you keep data clean, support your teams, and drive accurate reporting across your CRM.

This guide walks through how to open the editor, create and edit properties, organize them into groups, and manage options and dependencies.

Accessing the Hubspot property editor

To manage CRM properties, you need access to settings. Once there, you can open the property editor for any supported object.

1. Sign in to your account.

2. In the main navigation bar, click the settings gear icon.

3. In the left sidebar, go to Properties.

4. Use the object dropdown at the top to choose Contact properties, Company properties, Deal properties, Ticket properties, or another available object.

The table that appears is the property editor for the selected object. From here, you can search, filter, and edit fields.

Understanding the Hubspot properties table

The properties table lists every field that exists for the chosen object. You can see important details at a glance and open individual fields for editing.

Key columns in the Hubspot editor

• Label: The user-friendly name that appears on records and forms.

• Internal name: The technical identifier used in integrations, workflows, and APIs. This does not change after creation.

• Group: The property group that organizes related fields, such as Contact information or Deal information.

• Field type: The data type, such as single-line text, dropdown select, date picker, number, or calculation.

• Used in: Where the property is currently referenced, such as forms, workflows, or reports.

You can sort and filter the table to quickly find the specific property you want to review.

Creating new Hubspot properties

When existing fields do not cover your needs, you can add custom properties in the Hubspot property editor.

1. Open Settings > Properties and choose the correct object from the dropdown.

2. Click Create property.

3. In the right panel, configure the basic information:

   • Object type: Confirm you are creating the field on the right object.

   • Group: Choose a group so users can find the field on records.

   • Label: Enter the display name for the property.

   • Description: Add clear guidance on what data belongs in this field.

4. Select the field type that matches the data you plan to capture, such as:

   • Single-line text or multi-line text

   • Number

   • Dropdown select, multiple checkboxes, or radio select

   • Date picker

   • Calculation or score (when available)

5. Configure any additional settings for the selected field type, such as choices and validation.

6. Click Create to save the property.

New fields created in the property editor can then be added to records, forms, and reports across your account.

Editing existing Hubspot properties

Over time you may need to adjust how a property behaves without disrupting your data model. The property editor lets you update many details, while restricting changes that could break integrations.

Editing property details

1. In the properties table, search for the property by label or internal name.

2. Click the property label to open the editor panel.

3. Update supported fields, such as:

   • Label: Change how the property appears to users.

   • Description: Refine guidance or usage notes.

   • Group: Move it to a different property group.

   • Options for select-type properties: Add, edit, or reorder choices.

4. Review the Used in section to understand where the property is referenced. This helps you avoid unintended side effects.

5. Click Save when you are done.

Certain attributes, such as the field type and internal name, typically cannot be changed once a property is created, to preserve data integrity.

Managing groups in the Hubspot property editor

Groups help your teams find the right fields quickly on records and forms.

Create or edit property groups

1. In Settings > Properties, click the Groups tab or use the group-related controls (depending on your interface).

2. Create a new group by entering a name and, optionally, a description.

3. To edit a group, open it and change the label or description.

4. Assign properties to groups when creating or editing individual fields.

Well-planned groups make it easier to structure records for sales, service, and marketing teams.

Working with select-type Hubspot properties

Select-type fields (dropdowns, radio selects, and checkboxes) require careful option management so reports and automation remain accurate.

Edit options safely

• Open the property in the editor.

• Locate the Options section.

• Add new options with clear, human-readable labels.

• Reorder options to improve usability for front-line users.

• Deactivate or merge old options instead of repurposing them when possible, to preserve historical meaning.

Before removing or renaming an option, review where the property is used. This prevents unexpected changes to forms, workflows, and lists.

Configuring advanced property settings in Hubspot

Depending on your subscription, you may see advanced controls for behaviors like read-only access, calculation logic, and score properties.

• Calculation properties: Use formulas to derive values from other fields.

• Score properties: Configure rules that add or subtract points based on record behavior or attributes.

• Read-only or sync settings: Control how values are updated, especially when syncing with integrated systems.

These options are managed from the same property editor interface, keeping configuration in a single location.

Best practices for using the Hubspot property editor

To keep your CRM flexible and reliable, follow a consistent approach when working with properties.

• Plan naming standards before creating new fields.

• Use descriptions to document the purpose and expected values.

• Review existing properties before adding new ones to avoid duplicates.

• Limit who can create or edit properties to maintain structure.

• Audit properties periodically and retire those that are no longer needed.

Learn more and get help

For additional technical detail about the property editor, including screenshots and interface updates, review the official documentation on the Hubspot knowledge base here: understand the property editor.

If you need strategic support with CRM structure, data governance, or implementation planning around properties and fields, consult the experts at Consultevo.

By mastering the property editor, you maintain a clean, organized CRM that supports accurate reporting, automation, and scalable growth across your entire organization.

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