CRM

justserve
Member

Can I change "Deals" to something else?

SOLVE

I work for an organization that doesn't have "deals" but we do have "projects". We're actively looking for new "projects." Is there a way to change the word "Deal" to "Project" (s)? Thanks.

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Mike_Eastwood
Solution
Recognized Expert | Gold Partner
Recognized Expert | Gold Partner

Can I change "Deals" to something else?

SOLVE

Hi @justserve 

 

There is no way to change Deals to projects. Also, in HubSpot Marketing Pro there are projects in the Planning and Strategy section.

 

You could however rename your Deal Pipeline and create your own stages.

 

Here's some more information:

 

https://knowledge.hubspot.com/articles/kcs_article/deals/set-up-and-customize-your-deal-pipelines-an...

 

Cheers

Mike

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Mike_Eastwood
Solution
Recognized Expert | Gold Partner
Recognized Expert | Gold Partner

Can I change "Deals" to something else?

SOLVE

Hi @justserve 

 

There is no way to change Deals to projects. Also, in HubSpot Marketing Pro there are projects in the Planning and Strategy section.

 

You could however rename your Deal Pipeline and create your own stages.

 

Here's some more information:

 

https://knowledge.hubspot.com/articles/kcs_article/deals/set-up-and-customize-your-deal-pipelines-an...

 

Cheers

Mike