Easily Replace Dropdown Menu Fields into the Client Information For Real Estate

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How to Replace Dropdown Menu Fields into the Client Information For Real Estate

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[Music] hey everyone and thanks for watching in this video Im gonna show you how to create dynamic sub lists in real estate financial modeling and where might you use this well heres an example its my single tenant net lease valuation model and youll notice that under the property description I have both a property type input which youd expect and then a sub property type input and whats cool here is the property type of course is a list and Ill show you where where this list comes from its a dynamic range and this tutorial assumes you already know how to create dynamic ranges and then apply those dynamic ranges to data validation lists if you dont a link to a previous video Ive done on the topic thatll teach you how to create these lists but this is showing you how to take that but that technique and apply it now to sub lists so for instance I have retail as my property type and when that is selected I then get a string of retail sub property types lets say I toggle this t

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How do I change deal fields in HubSpot?

In your HubSpot account, click the settings settings icon in the main navigation bar. In the left sidebar menu, navigate to Objects Deals. Click the Pipelines tab. Click the Select a pipeline dropdown menu, then select the pipeline to edit.

What is dropdown select in HubSpot?

Dropdown select: stores up to 5000 options, where only one option can be selected as a value. Each option has a maximum of 3,000 characters, including its label, value, and description. In forms, they behave the same as radio select fields, but appear differently.

What are the different types of HubSpot?

HubSpot is a CRM platform consisting of five premium products Marketing Hub, Sales Hub, Service Hub, CMS Hub, and Operations Hub built on top of a collection of foundational features and tools you can access for free.

How do I change the form field type in HubSpot?

Customize form field options In your HubSpot account, navigate to Marketing Lead Capture Forms. Hover over the form name and click Actions Edit or create a new form. In the form editor, click a field to customize its options.

What is the difference between dropdown select and multiple checkboxes HubSpot?

With a dropdown select, it is only possible to select one option. If you want the ability to select more than one option, youll want to use a Multiple Checkbox property type. This support document explains the different property types. I hope this helps!

What is the difference between radio select and drop down select in HubSpot?

Radio select - Inside of HubSpot CRM, radio select properties function exactly like dropdown select properties: Theres a set list of options, and you can only select one. But on your forms, radio select properties use radio buttons, while dropdown select uses a dropdown list.

How do I create a drop down list in HubSpot?

In your HubSpot account, navigate to Contacts Lists. In the upper right, click Create list. In the left panel, select Contact-based to create a list of contacts, or Company-based to create a list of companies. In the right panel, enter a name for the list and select if you want an Active list or a Static list.

What is the difference between radio select and dropdown select in HubSpot?

Radio select - Inside of HubSpot CRM, radio select properties function exactly like dropdown select properties: Theres a set list of options, and you can only select one. But on your forms, radio select properties use radio buttons, while dropdown select uses a dropdown list.

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