Quick tipHow toSmart CRM

Edit a property value on a record or index page

Changes save automatically.

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All tiers
Permissions
Edit access to the record
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: edit a value from the object index page, the record, or a segment; changes save automatically. Read-only properties such as Original source are set by HubSpot analytics or integrations and can't be edited. If a value won't save, the property may require a unique value.

1. In HubSpot

The relevant screen in my demo portal.

Contact record with the About section and right sidebar cards
The record (1).

2. Worth knowing

Copying values between contacts, companies and deals needs a workflow, not a manual edit.

3. Related

Copying property values.

Sources

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Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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