How to set up CRM conditional sectioning

Go to Objects from Settings and choose which object to use. In the Record Customisation tab, go to Choose properties for default sidebar. Click Edit, then Add Section. Check the box to Make this section conditional and choose the properties.

From your HubSpot homepage, go to Settings, then to Objects, then choose which object to create the conditional section for. 

 

In the Record Customisation tab, click Choose properties for default sidebar.

 

Click Edit, then Add section.

 

Give the section and name and then check the box to Make this section conditional. 

 

Choose which properties you want this to display and then click Save in the top left corner.