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justserve
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Can I change "Deals" to something else?

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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
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Asesor destacado | Partner nivel Gold
Asesor destacado | Partner nivel Gold

Can I change "Deals" to something else?

resolver

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 Respuesta 1
Mike_Eastwood
Solución
Asesor destacado | Partner nivel Gold
Asesor destacado | Partner nivel Gold

Can I change "Deals" to something else?

resolver

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