II. Setup Boomerang Contact View
Creating a "Boomerangs Details” View in Contact Display: A Step-by-Step Guide
We're excited to help you set up a Boomerang Details card in your Contact’s view. This will help you access additional Boomerang information in one glance as you open the contact.
Step 1: Accessing your Contacts
- Begin on the Hubspot Contact page. Navigate to and click on any Contact. Once there, click on Customise Record button
Step 2: Create New Team View:
- Create a new view to update views and include boomerang details:
Step 3: Add a New Card to reflect Boomerang Properties:
- Click on Add Cards:
- Click on Create Card:
- Select Property List:
- You will get an option to add properties as below:
- You want to add the following Boomerang Details to the list here and click on Save:
- Name
- Job Title
- Company Name
- Boomerang Current Job Start Date
- Linkedin Profile
- Boomerang Play
- Boomerang Past Relationship
- Boomerang Past CRM Account
- Boomerang Past CRM Contact
- Boomerang Past CRM Account Owner
- Boomerang Past CRM Contact Owner
- Mobile-phone
Step 5: Save Changes:
- Click on the Save and Exit button on the top right once you have made the above changes:
Congratulations, your "Boomerangs Contact" view is ready to go!
We hope this guide has been helpful. Should you have any questions or need further assistance, feel free to reach out!
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