Different create deal view for different teams

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hello,

Until now, we have only had one pipeline and one team using the CRM in a certain way. We’re now bringing differnt teams onboard, so will start using things like having a different default view for different users.

However, I’m not seeing an option to have different team views when it comes to adding a company, deal, etc.

When I open ‘Customize the ‘Create deal’ form’, it just opens up the page straightaway rather than showing the default view and option to change it based on team.

Am I missing this, or would the only way to achieve this be to use a lot of conditional formatting based on e.g. the sales pipeline?

Thanks in advance (before I go and make some changes I don’t need to!)

2

Hi @JMidgley,

Happy to help here!

@JMidgley wrote:

it just opens up the page straightaway rather than showing the default view

Could you elaborate what exactly you’re referring to here?

Generally, different versions of the the create record forms can only be designed using conditional logic:

215×221 6.42 KB

It’s currently not possible to customize the create record forms by team or by pipeline. Other users have requested this before here: https://community.hubspot.com/t5/HubSpot-Ideas/Properties-in-creation-forms-depending-on-the-team/idi-p/702843

I’d recommend upvoting and commenting. The product team reviews these requests based on their popularity. You can also help others find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too!

Best regards!

3

Hi Karsten, thanks for your quick reply.
I was just referring to not seeing something along the lines of the below when I customise the create deal form.

JMidgley_0-1701868962172.png
JMidgley_0-1701868962172.png740×515 50.9 KB

From your reply, it seems I was correct that I’ll need to use conditional logic so each team see only the relevant information. The teams are performing quite different functions so there’s only a bit of crossover, so I’ll just set about creating different branches using conditional fields.
Thanks for your help here (and also the masses of old posts from other users I’ve looked at where you’ve provided the right answer)

4

Hi there. I’m from the HubSpot product team. What you’re describing is something we’ve been looking into for our roadmap. If interested, please set up a meeting with me so I can understand more of your use case and functionality expectations. Thank you!

5

hello facingt he same issue, may i book a sesion and describe the use case .

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Hi @TasnimulMahi,
Thanks for reaching out. Currently, the HubSpot Community team does not have a specific booking link available. However, you’re welcome to contact HubSpot Support directly for live assistance and to discuss your use case in detail. They will be happy to help with troubleshooting and finding a solution for your team’s needs.

In addition to that, you can book a time with @sapang (the Hubspot Product Team) by going to this link.

Let us know if you have any other questions!
Cassie, Community Manager