Quick tipHow toSmart CRM

Use the projects object

Super Admin activates it.

Subscription
All tiers; tags need Starter+
Permissions
Super Admin to activate
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: Super Admins activate projects in the data model. Associate tasks, deals and contacts, and set pipelines. Project tags need Starter or above.

1. In HubSpot

The relevant screen in my demo portal.

Objects settings for Contacts with a Customize the Create Contact form link
Pick the object (2) and open the create form settings (1).

2. Worth knowing

Agree pipeline stages before activating.

3. Related

When to build custom objects.

Sources

New field notes by email

One email when a new article publishes.

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