CRM

justserve
Mitglied

Can I change "Deals" to something else?

lösung

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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1 Akzeptierte Lösung
Mike_Eastwood
Lösung
Autorität | Gold Partner
Autorität | Gold Partner

Can I change "Deals" to something else?

lösung

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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1 Antwort
Mike_Eastwood
Lösung
Autorität | Gold Partner
Autorität | Gold Partner

Can I change "Deals" to something else?

lösung

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