+1
We have a few very different pipelines and need different property sets for each.
Great idea, it vould be very useful !
It would be super useful if the fields displayed on Create A Deal tab were dependent to the Pipeline selected.
We have several different pipelines and the fields each specific pipeline need when creating a deal differ greatly. Right now the only option appears to be just adding the “Set the properties your team sees when creating deals.” which is not a good solution. This clutters up the list massivly and people are less likely to fill in the fields because there are so many.
This idea would also be great on the contact/company if you could make the fields displayed dependent on a specific field.
Yes please
Yes, would be great addition. Please implement soon. Thanks.
@RyanBarbour, @Matthew_Melay and @wadefitzgerald: looks like this idea is a duplicate of an already existing one and having 69 upvotes. For an idea to be released, it’s important it has lots of upvote, which means having all the upvotes in one place. If this idea is actually the same (please check) I’d suggest:
1/ You upvote the original idea
2/ You delete this idea in order to avoid upvotes to be spread out in the future.
Here it is: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943
yes, please implement.
We need this to support our multiple business pipelines.
When will this be implemented??
We need this ASAP as it’s confusing our team and actually making it more difficult.
thanks!
We’d love to see this feature too
This functionality would allow us to integrate and manage a growing number of pilot projects with greater nuance than our basic sales tracking can manage without making every record so cumbersome - generating greater value and an increased propensity for closing deals and turning Contacts into Customers!
We NEED this!! I’m not aware of how much attention HubSpot is paying to its CRM, but this kind of features are a must!!
Can we upvote 10 times?
We have regional pipelines for our global organization that leverage different properties. I set some default properties and then I wake up to different ones because Australia came on and set their default properties. Property view by pipeline is necessary for any company that sells more than one product or has a global team. Please implement! Looks like it has been 1.5 years since the idea was brought up.
Thank you!
Hi HubSpot community - thank you all for providing your feedback on this issue. I’m a member of our Product team and I wanted to let you all know that this is something we are actively thinking about and hope to deliver soon! Please continue to provide examples and use-cases on this issue, I will provide an update once this functionality is closer to beta.
Please add ASAP!
As part of this I would like to see forecasting and products within HubSpot to be enhanced so that you can forecast Deals that include Products eg: we are a SaaS company, in the Deals Workflows you can create a workflow to auto-create a deal, the deal consists of a client that wants products as part of the deal: 5 x Type A Software Licenses and 2 x Type B Software Licenses. The client or HubSpot owner can enter the quantity, they can check out online and that closes the deal. It auto updates the Forecast and the Deal as Closed Won.
Currently Products is NOT an object in Dashboard reports, nor Workflows. You cannot forecast deals with products properly. In Forecasting or Goals - you need to be able to have targets: eg: I want my sales team to sell 20 x Type A Software Licenses PER MONTH and 10 x Type B Software Licenses PER MONTH. This has both a target NUMBER (QUANTITY) of PRODUCTS and a target REVENUE number. It should auto calculate revenue based on the quantity of PRODUCTS. You should be able to set goals for forecasting target numbers based on Products (quantity) and Revenue.
We need different default property values based on pipeline, but also different mandatory fields, as well as ticket closure requirements.
Our use is primarily in Service Hub through Tickets. We really need this to support our operations across different organizations in our company for full adoption and maximum utilization of Hubspot!
We have 2 very different pipelines, one of which isn’t related to sales. We essentially need a completely different set of properties for the 2nd pipeline versus typical sales process.
This would be extremely valuable for our business due to dealing with several differnet types of client and accounts.
The sooner we can implement this the better as we are currently working with 4 different pipelines.
It would be very helpful to allow each pipeline to have its own properties. For example we use one for mortgage origniation and we also want to use Hubspot for Recruiting and would have different standard field requirements for each pipeline.
Allowing us to create custom templates for each pipeline to work from would really be helpful and avoid a lot of work around.