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
    • Email
    • 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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