wiki/knowledge/hubspot/cai-contact-card-field-cleanup.md · 550 words · 2026-04-05

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

^[2] — hiding Inbound Lead, standardizing on Lead 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