Mar 3, 2018 3:02 AM
need your help to know if it's possible to create an auto incremental numeric field into a deal.
I have a numeric field "Numero Offerta" into a Deal.
I want to set the start value "20180001"
I need that field will start form 0 for every new deal; when the deal stage will change into a specific deal stage (Formal Offer) the field should be automatically incremented +1 respect tha last value of the last deal changed to Formal Offer.
thanks in advance, Attilio
Mar 15, 2018 4:04 PM
There is no automated way to increase a deal property within HubSpot.
If you can share a bit more about your general deal process and how the numbers play into your greater deal process, along with what HubSpot subscription you have, perhaps the Community can come up with some suggestions for you!
Mar 15, 2018 6:25 PM
I'm using the Sales Professional version; find here below a description of our sales process.
Into Deals we create a customized property "Proposal Number" which will be not valorized until the deal stage become to Deal Stage 4 -> Formal Offer
Create new deal
Deal Stage 1-> Potential opportunity
Deal stage 2 -> Demo
Deal Stage 3 -> Draft Proposal
Deal Stage 4 -> Formal Offer
At Deal Stage 4 we need to emitt a Formal Offer document with a customized Proposal Number: 2018XXXX
The proposal number must be unique and will start from 0001 every year: 20180001 for year 2018; 20190001 for year 2019 and so on.
The proposal number must be automatically increased by 1 every time a member of the team will change the deal stage of a Deal from Deal Stage 3 to Deal Stage 4.
- Hubspot Deal Number deal/263764277 (Deal Stage 3) -> Proposal Number "null"
- Hubspot Deal Number deal/258774234 (Deal Stage 4) -> Proposal Number "20180001"
If we change deal 263764277 from deal stage 3 to Deal Stage 4 -> Proposal Number "20180002"
Hope to be clear.
Thanks for your help.
Jun 28, 2021 2:21 PM
Hope this information helps.