1. Access Settings in HubSpot
Log in to your HubSpot account.
Click the Settings button located at the top of the page.
2. Create a Custom Property
On the left-hand side, under Data Management, select Properties.
Click on Create Property.
3. Define the Property
Choose a name for your custom property (e.g., "Oliv: Pain Points & Needs").
Set the object type as Deal so that the property appears under deal information.
4. Select Field Type
Most Oliv fields work best as Rich Text. Select this option for the field type.
Click Preview and then Create to finalize the custom field.
5. View and Customize the Field
Go back to Settings.
Under Data Management, find Objects
Go to Record Customization.
6. Add Oliv Fields to Deal View
In the Record Customization section, click on the default view.
On the left-hand side, click Add Cards.
Select Create Card.
Name the card (e.g., "Olive Fields") and select the custom property you created (e.g., "Olive Pain Points & Needs").
Click on Save and exit
7. Check the Custom Field
Go to any of your deals.
On the left-hand side, you should now see the custom field displaying "Oliv: Pain Points & Needs."
8. View Data in the Field
Once Oliv captures relevant information, it will automatically populate this field within your deal.
That's it! You've successfully created and added a custom field in HubSpot to capture Oliv's data.