When implementing HubSpot CRM for a client, should you help them create custom properties?
| Yes – help them create as many as they need for the information they want to know about their contacts. |
| Yes – but focus primarily on properties to hold information connected to their buyer personas and the way they qualify leads. |
| No – it’s better to teach them about the standard properties and then add custom properties later, after they already understand the basics. |
| No – while adding custom properties is an option, creating new properties early on can lead to confusion and disorganization later. |