Customize Deal creation

Smart CRM & Sales Hub CRM
, ,
1

Hello,

I have deal properties assigned to different teams, I also created custom sidebars.

The problem is that when you click on CREATE DEAL that form is the same for everyone, at least one team should not be able to see the properties that are not assigned to that team.

Is there a possibility to do this? For now, the only thing that occurs to me is to leave the CREATE BUSINESS form with the minimum mandatory and then the user enters the registry and modifies it according to the personalized sidebar.

2

Hi @ssantamarina,

This is currently not possible. As you’ve already discovered, there is one create record form for all users.

Other HubSpot users have already requested more flexibility here, asking for different forms per business unit: Separate “create contact” forms for each Business Unit

Your request is not about business units but you could upvote and comment with your perspective and requirements. The product team reviews these requests based on their popularity.

Best regards!