Advanced CRM Customization: Custom Fields, Views & Task Queues

TL;DR

• Customize your CRM for clarity and focus using custom properties, filtered views, and task queues.
• Build layouts that match real workflows—think follow-up, segmentation, and territory.
• Use task queues to prioritize follow‑ups and maintain momentum.

Why It Matters

A generic CRM slows you down. HubSpot lets you tailor views, fields, and task systems to match your process so teams move fast and stay aligned. Custom fields clarify data, views organize workload, task queues guide focus.

1. Custom Fields that Drive Context

Build custom properties that reflect your sales process:

• Add fields like territory, product interest, follow-up priority.
• Use these fields for filtering, automation, segmentation, and reporting.
  
• Ensure each property serves a purpose—don’t inflate the UI with unused fields.

2. Smart Views for Action-Oriented Workflows

Organize your workload using filtered views such as:

• Follow‑up needed: contacts with no activity in X days
• Lead by territory: segment by custom location property
• High priority: filter contacts flagged as “High” in priority field
  
  Save them, set default landing views, and align reps on what matters most.

3. Stay Focused with Task Queues

Task queues streamline your daily workflow:

• Group tasks into logical buckets: follow‑ups, demos, renewals, admin.
• Integrate queues with calendar/email for alerts and reminders.
  
  Prioritize consistently—start with today’s queue and work through efficiently.

4. Combine Automation for Pro-Level Efficiency

Use workflows to sync with your views and queues:

• When a deal moves stages, auto‑assign a follow‑up task.
• When a contact shows engagement, add to a “High‑Intent” queue.
  Leverage conditional logic to assign reps, notifications, or reminders automatically.
  

Pro Tips

• Audit custom fields quarterly—retire or merge ones not used.
• Share saved views with teams for consistent workflows.
• Review task queues weekly—archive done items and reprioritize.
• Use property filters to train new team members on workflow logic.