Understanding Properties
What properties are, how they store data on contacts and companies, and which custom properties matter most.
What Are Properties?
In HubSpot, properties are the fields that store data on a record. Every piece of information tied to a contact or company -- name, email address, job title, zone assignment -- is stored as a property. Think of properties as the columns in a spreadsheet, except they are structured, searchable, and connected across the system.
Contact Properties vs. Company Properties
- Contact properties store information about individual people -- LIA staff members, FSS workers, supervisors. Examples include first name, email, role, and training status.
- Company properties store information about organizations -- in this program, the LIA agencies themselves. Examples include agency name, zone assignment, and contract status.
Contacts and companies are linked, so when you view a contact record you can also see the company (LIA) they are associated with.
Custom Properties in This Portal
This portal includes custom properties built specifically for the Home Visiting program:
- LIA Zone -- Which of the nine MIECHV zones this contact or agency is assigned to
- Model Type -- The home visiting model the LIA implements (e.g., NFP, PAT, HFA)
- Program Role / Title -- The staff member's role within the LIA (e.g., FSS, Supervisor, Director)
- Training Status -- Whether the contact has completed required onboarding or certification training
How to Find and View Properties on a Record
- Open any contact or company record.
- Properties are displayed in the left panel. Scroll down to see all visible properties.
- To see all properties including blank ones, click View all properties at the bottom of the left panel.
- To find a specific property, use the search bar at the top of the properties panel.
If a property you expect to see is missing from a record, it may simply be blank or not added to the view. Contact Tapp Network if you believe a property needs to be added to the portal.