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Use the data model builder
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On the Properties tab, view all the properties for that object type. To edit a property click the pencil icon. Learn more about managing properties. On the Property groups tab, view the property groups for that object. To edit the group name, click Edit next to the name, enter the new name, then click Save. On the Associated objects and labels tab, view the object's defined associations and association labels. To create a new association, click + Create association, select an object from the dropdown menu, then click Create. On the Conditional logic tab, control when additional properties should display or require a value based on a user's previous input. Learn more about setting up conditional logic for enumeration properties. In the table view, to go to an object or activity's index page, click [x] records next to your desired object. For activities and other sales objects, view how many activities of that type have been created and review the activity's properties. Once you're familiar with your data model, learn how to manage your CRM database. If your account has an Data Hub Professional or Enterprise subscription, you can also use the data quality command center to monitor your data quality. Analyze data trends On the Analysis tab, you can view graphs and tables to better understand how your records were created, updated, deleted, or merged over time. Learn more about the source values used in the reports. In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Navigate to the Analysis tab. By default, contact data is shown. To view a different object, click Contacts, then select the object. “Merge: only show data for how and when records were merged.”
“In your HubSpot CRM, objects represent your customers and business process information (e.g., contacts, deals).” Under the Manage tab, the Data Model Builder will appear with a variety of customization options. Create a custom property To create custom properties within the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the graph view, to view properties, go to a CRM object, and click to expand the properties. Click the dropdown menu to view the Top 10 most used properties or Recently created custom properties. To view all properties for an object, click View all. To create a property for the CRM object, click + Create property. In the right side panel, fill out the fields to create your property (e.g., Company location), then click Create property. The property will now appear in the CRM object. You can also use Breeze Assistant to create a custom property. For example, navigate to Breeze Assistant and enter "Create the contact property Secondary email." Create a custom object and display properties Subscription required An Enterprise subscription is required to create custom object or display properties. To create custom objects and display properties in the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the left sidebar, click the plus icon next to All objects. If the left sidebar has been condensed, click the rirrririghrrright arrow icon to expand the sidebar. In the right side panel, fill out the fields to create your object and display properties, then click Create. The object will now appear in the data model. You can use Breeze Assistant to create a custom object. For example, navigate to Breeze Assistant and enter "Create a jobs object."
“Each object has individual records which can be associated with records of other objects (e.g., Lorelai Gilmore is a contact associated with the company The Dragonfly Inn).” Under the Manage tab, the Data Model Builder will appear with a variety of customization options. Create a custom property To create custom properties within the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the graph view, to view properties, go to a CRM object, and click to expand the properties. Click the dropdown menu to view the Top 10 most used properties or Recently created custom properties. To view all properties for an object, click View all. To create a property for the CRM object, click + Create property. In the right side panel, fill out the fields to create your property (e.g., Company location), then click Create property. The property will now appear in the CRM object. You can also use Breeze Assistant to create a custom property. For example, navigate to Breeze Assistant and enter "Create the contact property Secondary email." Create a custom object and display properties Subscription required An Enterprise subscription is required to create custom object or display properties. To create custom objects and display properties in the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the left sidebar, click the plus icon next to All objects. If the left sidebar has been condensed, click the rirrririghrrright arrow icon to expand the sidebar. In the right side panel, fill out the fields to create your object and display properties, then click Create. The object will now appear in the data model. You can use Breeze Assistant to create a custom object. For example, navigate to Breeze Assistant and enter "Create a jobs object."
“On each record, information is stored in properties and interactions are tracked through activities.” Under the Manage tab, the Data Model Builder will appear with a variety of customization options. Create a custom property To create custom properties within the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the graph view, to view properties, go to a CRM object, and click to expand the properties. Click the dropdown menu to view the Top 10 most used properties or Recently created custom properties. To view all properties for an object, click View all. To create a property for the CRM object, click + Create property. In the right side panel, fill out the fields to create your property (e.g., Company location), then click Create property. The property will now appear in the CRM object. You can also use Breeze Assistant to create a custom property. For example, navigate to Breeze Assistant and enter "Create the contact property Secondary email." Create a custom object and display properties Subscription required An Enterprise subscription is required to create custom object or display properties. To create custom objects and display properties in the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the left sidebar, click the plus icon next to All objects. If the left sidebar has been condensed, click the rirrririghrrright arrow icon to expand the sidebar. In the right side panel, fill out the fields to create your object and display properties, then click Create. The object will now appear in the data model. You can use Breeze Assistant to create a custom object. For example, navigate to Breeze Assistant and enter "Create a jobs object."
“The data model overview displays the relationships between your account's unique objects, properties, and activities, which can help you better set up imports, reports, and automation moving forward.” Under the Manage tab, the Data Model Builder will appear with a variety of customization options. Create a custom property To create custom properties within the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the graph view, to view properties, go to a CRM object, and click to expand the properties. Click the dropdown menu to view the Top 10 most used properties or Recently created custom properties. To view all properties for an object, click View all. To create a property for the CRM object, click + Create property. In the right side panel, fill out the fields to create your property (e.g., Company location), then click Create property. The property will now appear in the CRM object. You can also use Breeze Assistant to create a custom property. For example, navigate to Breeze Assistant and enter "Create the contact property Secondary email." Create a custom object and display properties Subscription required An Enterprise subscription is required to create custom object or display properties. To create custom objects and display properties in the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the left sidebar, click the plus icon next to All objects. If the left sidebar has been condensed, click the rirrririghrrright arrow icon to expand the sidebar. In the right side panel, fill out the fields to create your object and display properties, then click Create. The object will now appear in the data model. You can use Breeze Assistant to create a custom object. For example, navigate to Breeze Assistant and enter "Create a jobs object."
“You can also view information about how your objects, activities, and properties are used.” Under the Manage tab, the Data Model Builder will appear with a variety of customization options. Create a custom property To create custom properties within the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the graph view, to view properties, go to a CRM object, and click to expand the properties. Click the dropdown menu to view the Top 10 most used properties or Recently created custom properties. To view all properties for an object, click View all. To create a property for the CRM object, click + Create property. In the right side panel, fill out the fields to create your property (e.g., Company location), then click Create property. The property will now appear in the CRM object. You can also use Breeze Assistant to create a custom property. For example, navigate to Breeze Assistant and enter "Create the contact property Secondary email." Create a custom object and display properties Subscription required An Enterprise subscription is required to create custom object or display properties. To create custom objects and display properties in the data model builder: In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Click the Manage tab. In the left sidebar, click the plus icon next to All objects. If the left sidebar has been condensed, click the rirrririghrrright arrow icon to expand the sidebar. In the right side panel, fill out the fields to create your object and display properties, then click Create. The object will now appear in the data model. You can use Breeze Assistant to create a custom object. For example, navigate to Breeze Assistant and enter "Create a jobs object."
On the Properties tab, view all the properties for that object type. To edit a property click the pencil icon. Learn more about managing properties. On the Property groups tab, view the property groups for that object. To edit the group name, click Edit next to the name, enter the new name, then click Save. On the Associated objects and labels tab, view the object's defined associations and association labels. To create a new association, click + Create association, select an object from the dropdown menu, then click Create. On the Conditional logic tab, control when additional properties should display or require a value based on a user's previous input. Learn more about setting up conditional logic for enumeration properties. In the table view, to go to an object or activity's index page, click [x] records next to your desired object. For activities and other sales objects, view how many activities of that type have been created and review the activity's properties. Once you're familiar with your data model, learn how to manage your CRM database. If your account has an Data Hub Professional or Enterprise subscription, you can also use the data quality command center to monitor your data quality. Analyze data trends On the Analysis tab, you can view graphs and tables to better understand how your records were created, updated, deleted, or merged over time. Learn more about the source values used in the reports. In your HubSpot account, click More, then navigate to Data Management > Data Model. If More doesn't appear in your account, navigate to Data Management > Data Model directly. Navigate to the Analysis tab. By default, contact data is shown. To view a different object, click Contacts, then select the object. “To filter by the source of the action, click the Source types dropdown menu, then select the checkboxes of sources for which you want to view data.”