I am a bit surprised this isn’t a feature yet and that HubSpot still need more use cases to consider implementing this.
When working with enterprise customers we notice a bigger demand for this. We have several customers who have sales offices across the world. There are properties used in the US that wouldn’t be used in Europe and Asia. Also working across various industries in the same company there are custom properties that is used in one business unit but not in the others.
This should also be implemented in the Ticket Pipelines
Up to 164 votes til now, but can’t see why HubSpot would need more usecases. This logic is the same in tickets and deals and we simply needs pipeline specific properties…we don’t need the same view for all pipelines, it simply does not make sense.
Again, I may share why this is urgently needed for our internal workflow for us: (Tickets)
If you see pipelines as independend processes it totally makes sence not to see the same properties each pipeline, but rather set custom specific properties each pipeline.
Usecase:
Pipeline A: Incoming Claims from Production (product damage, or shipping damage)
Pipeline B: Returns Process (We need to inform our customer that a parcel has returned and need to aglin with them and send the item out again to an ( possibly updated) address.
Pipeline C: Address-Issue (at that stage we are unable to ship the orders, since we need to get in touch with the customer)
Currently I must set one propertie with all possible propertie values of A, B & C, which makes it confusing. Plus if we had that feature done, the ticket surface or mask would reflect the actual cases and properties in a correct manner, not everything bunched together…
I rather have specific properties and values for each A, B & C and set in which pipeline they should go and hence be reflected.
A further use case is to get better buy-in from the various teams and managers that use Hubspot. We want them to enjoy using Hubspot and want to encounter as little resistance as possible to its implementation into the organisation.
We all know those individuals and teams that are resistant to change. They’d rather do it the old way they know and not see the new, better way. They’ll nitpick at anything and make a drama of using the new system. Forcing them to see potentially 10s of irrelevant fields on the left of their info panel is just fuel to their fire.
We know they will be blown away by how good Hubspot is eventually, let’s just make it more user-friendly :).
We have the same issue. Multiple pipelines and we want different deal input parameters to be required for some pipelines but not others. We also do not want a massive number of field options when adding a deal to a pipeline.
At present, the only way to do this is to create separate Hubspot accounts for our differentiated pipelines, but then they do not integrate…
This kind of feature would be a huge benefit for my team as well. We have multiple pipelines and being able to define which properties to be displayed on deal records per pipeline would really improve the UX. I would strongly encourage HubSpot to look into this.
This would make a lot of sense for us too, as the whole point of creating different pipelines is really to look at very different deals, with very different properties.
Hope this gets looked at!
This is also extremely important for us, as we’re also managing our key accounts via HubSpot. It just doesn’t make sense at all to have the exact same required properties Sales pipelines and Customer journey pipelines (or even others!). This might seem small, but it is a huge limitation that kind of breaks the experience for us currently. We hope to see this realized in the product soon and are looking forward to using pipelines even more efficiently!
I resorted to AirTable for my other pipelines…maybe this disclosure will help the design team focus on this key issues as constantly switching is painful and we are losing some of the CRM functions that we like about the Hubspot ecosystem…please let us know if someone is looking at this?
Hi, I work for an agency and I found that this is a very big limit, it’s the second customer that didn’t choose to use hubspot also for the CRM for this motivation.
Use case are evident, If I have a 2 completly different business line with completly different pipeline it’s obvious that i may need having a custom properties displayed on the deals and displayed when I creates a deals.
I love hubspot but sometimes it has very incomprehensible limits to me.
We have a very similar use case. We need to be able to have a table view of deals that is specific to each pipeline. We have different sales teams selling different products. Each team needs to see information relevant to their pipeline. The dataset that is need varries significantly from one team to the next.
I was disappointed when I found out HubSpot could not do this – I simply assumed the software would be able to create different default properites for different pipelines. Not having this functionality will hinder my teams, as my different teams need to quickly access different important information in their pipelines.
Please address this soon. HubSpot Sales Professional isn’t cheap, after all.
Completely agree as we have a complex sales process for each pipeline. We’re working in a double sided market place that has different deal properties depending on which side of the business our sales team is focusing. Looking forward to trying the Beta once released.
Same for us we have two different sales funnels with completely different properties regarding the prospects. Therefore it would be important for us to have different deal properties for each funnel.
Our deals are separated on different pipelines with the same properties across each pipeline. Ideally, our team is able to customize the properties that they see when they create a deal or view a deal profile based on the team they are under. This way, there’s a proper segregration of information that we see per account type rather that seeing all in one. Allowing us to segregate these types of information could actually allows us to visualize and manage our data points better.
Our company uses Deal Pipelines to follow along different interactions with our customers.
* Typical sales deal from our website
* Follow the process of signing up a new Dealer of our product
* Credit application process
* Quote process
* Invoice payments
Each Pipeline has a different group of “most important/relevent” properties. Having to list all for each different Pipeline defeats the purpose of having a quick reference of the most relevent properties.
Another idea to help with this would be to show the “Property Group” in the sidebar and organize the properties accordingly. This would allow you to easily go to where the property you are looking for would be grouped and find it easier.