CAI Contact Card Field Cleanup
Decisions made during the [1] HubSpot sales workflow review session to clean up the contact card sidebar and overview, removing unused fields and deferring others for later evaluation.
Overview
The contact card in HubSpot had accumulated fields that CAI does not actively use — primarily payment and inventory fields that belong in other systems (Fishbowl, QuickBooks). The cleanup goal was to reduce visual noise for sales reps without deleting any underlying data.
"It's not deleted. It's just like not on the actual card. So we have the information still, but it's just cleaning up the view, essentially." — Karly Oykhman
Fields Removed (Hidden)
These fields were hidden from the contact card view. Data is preserved in HubSpot but no longer displayed:
| Field | Reason for Removal |
|---|---|
| Serial Number | Tracked in Fishbowl, not HubSpot |
| Payment Links | CAI does not process payments through HubSpot |
| Invoices | Invoicing handled outside HubSpot (Fishbowl / QuickBooks) |
| Subscriptions | Not in use |
| Inbound Lead | Redundant with Lead Source / Lead Source Detail — see [2] |
Miriam confirmed the general principle: "Anything that's like payment invoice related, you can definitely just remove those because we don't use HubSpot for that."
Fields Retained
These sidebar sections were confirmed as actively used or worth keeping available:
| Field / Section | Notes |
|---|---|
| Associated Companies | Core CRM relationship data |
| Deals | Central to the sales lifecycle workflow |
| Contacts | Shows relationships between contacts within a company |
| Attachments | Team uses this for document storage on records |
| Tickets | Not yet active, but will be relevant when the service module is configured |
| Segment Memberships | Retained |
| Lead Stage Tracker | Retained — displays lifecycle stage progression history |
| Feedback | Retained — may be relevant if HubSpot survey features are adopted |
Deferred Decisions
| Field / Section | Status |
|---|---|
| Playbooks | Deferred — moved to bottom of sidebar; revisit when sales playbook content is defined |
Contact Overview Layout
In addition to sidebar cleanup, the contact overview card was reorganized:
- Top section: Core contact identity fields — name, email, phone, company
- Bottom section: Marketing and qualification fields — Lead Source, Lead Source Detail, lifecycle stage fields
Related Work
- [2] — hiding
Inbound Lead, standardizing onLead Source+Lead Source Detail - [3] — correcting the wrong field reference in the lifecycle trigger
- [4] — simplified scoring thresholds decided in the same session
- [5] — future integration that will eventually make some of these fields relevant again
Notes
- All hidden fields remain in HubSpot and can be re-added to any view at any time
- Individual users may have personal views that differ from the global view; Karly is standardizing the global view so all reps see a consistent layout
- The Fishbowl integration (tracking serial numbers, inventory, quotes-to-orders) is a planned future phase — the Serial Number field removal is not permanent if that integration moves forward