Home Property Name Audit

Property Name Audit

Audit

Of the 1,569 properties in HubSpot, we will be looking at whether or not the 437 have a good naming convention.

Name Created User Object Calculated Meets Naming Convention Name Should Start With Uppercase Needs Title Capatilization No Acronyms Avoid Locality Or Over Speficity Avoid Special Characters Other Issue
[custom] Currently in Sequence? Ezra Rabinsky Contact false Yes false false false false false -
<Berlin> Contract Attachment Brooke Walis Contact false No false false false true true This most likely would be better served by a custom object
<Berlin> Contract Terms Brooke Walis Contact false No false false false true true This most likely would be better served by a custom object
<Berlin> Invoice Attachment Brooke Walis Contact false No false false false true true This most likely would be better served by a custom object
<Berlin> Term end date Brooke Walis Contact false No false false false true true This most likely would be better served by a custom object
<Berlin> Term start date Brooke Walis Contact false No false false false true true This most likely would be better served by a custom object
Active RollWorks Campaigns/Playbooks edgar garcia Company false No false false false true false -
Activity Timestamp: Agreement Materials Sent (For Reporting) Brooke Walis Deal false No false false false true false -
Activity Timestamp: Close Date (For Reporting) Brooke Walis Deal false No false false false true false -
Activity Timestamp: Closed Lost (For Reporting) Brooke Walis Deal false No false false false true false -
Activity Timestamp: Closed Won (For Reporting) Brooke Walis Deal false No false false false true false -
Activity Timestamp: Deal Created Date (For Reporting) Brooke Walis Deal false No false false false true false -
Activity timestamp: Inquiry Date (For Reporting) Brooke Walis Deal false No false false false true false -
Activity Timestamp: Tour Scheduled Date (For Reporting) Brooke Walis Deal false No false false false true false -
Activity Timestamp: Toured Date (For Reporting) Brooke Walis Deal false No false false false true false -
Additional Details or Requests - Japan Desk Zachary Metz Contact false No false false false true false Duplicate field; Should be deleted and merged
Additional details or requests - Japan Desk Zachary Metz Contact false No false false false true false Duplicate field; Should be deleted and merged
Address Sarah Delmar Deal false No false false false true false Needs more information around what this address is
Advertising ID Alex Graziano Contact false Yes false false false false false Should denote where field is written from
Affiliation or Role Fatma Okay Contact false No false false false true false This information should be coming from their relationship with the company and not be standalone.
No Results

We have gone through and noted if a property meets the following criteria:

  • Name should start with uppercase
  • Needs Title Capatilization
  • No Acronyms
  • Avoid locality or over speficity
  • Avoid Special Characters
  • Too Vague

We also added a column for any general issues we see with the property name.

Of the 437 properties in HubSpot, we found that 277 met the naming convention and 160 did not.

We noted the following general issues.

Other Issue
This most likely would be better served by a custom object
Duplicate field; Should be deleted and merged
Needs more information around what this address is
Should denote where field is written from
This information should be coming from their relationship with the company and not be standalone.
This should be a custom object that is connected to deal.
This should be pulled from whether or not they have an active membership, not be a boolean.
Should be collecting an EIN most likely and this would be a calculated field
This should attach to the deal
Delete
No Results