CRM

Ronron
Mitglied

Creating country as a deal property

lösung

Hi,

 

I would like to create a property for our deals that says which country the deal is in. We often have clients with projects in different countries and the project manager can be the same on 2 different projects in different countries.

 

I have found out how to create a custom property, but I can't choose to link it to HubSpot's country database. The only option I can imagine so far would be to make a new list with all the countries and it feels like it should be a better way to do this.  

0 Upvotes
1 Akzeptierte Lösung
jackcoldrick
Lösung
HubSpot Employee
HubSpot Employee

Creating country as a deal property

lösung

Hi @Ronron,

There is no option to link to an underlying database to pull country information. What you could do however is create a "dropdown" field and copy the values from the "Contact" country property to the "Deal" country property. 

 

This would ensure that both properties have consistent values and reduces the effort required by you to implement this.  Here is a screenshot showing how this works:

 

Step 1: Create a custom dropdown property on the Deal object and select "load options"

 

step 1.png

 

Step 2: Choose to "copy from property"

step 2.png

 

Step 3: Select the Contact property you wish to copy values from:

step 3.png

 

 

Happy to answer any other questions you might have on this!

 

Regards,

Jack

Jack Coldrick
Solutions Engineer @ HubSpot
Add me on LinkedIn

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6 Antworten
jackcoldrick
Lösung
HubSpot Employee
HubSpot Employee

Creating country as a deal property

lösung

Hi @Ronron,

There is no option to link to an underlying database to pull country information. What you could do however is create a "dropdown" field and copy the values from the "Contact" country property to the "Deal" country property. 

 

This would ensure that both properties have consistent values and reduces the effort required by you to implement this.  Here is a screenshot showing how this works:

 

Step 1: Create a custom dropdown property on the Deal object and select "load options"

 

step 1.png

 

Step 2: Choose to "copy from property"

step 2.png

 

Step 3: Select the Contact property you wish to copy values from:

step 3.png

 

 

Happy to answer any other questions you might have on this!

 

Regards,

Jack

Jack Coldrick
Solutions Engineer @ HubSpot
Add me on LinkedIn
Andrew_tk
Teilnehmer/-in

Creating country as a deal property

lösung

tap on Load options... 

Screenshot_2.jpg

2. Choose the Paste in your own options

 3. then past this list(or llike this list with separator of ;

Screenshot_1.jpg

 

and you get it

Screenshot_3.jpg

Andorra;AD
United Arab Emirates;AE
Afghanistan;AF
Antigua and Barbuda;AG
Anguilla;AI
Albania;AL
Armenia;AM
Netherlands Antilles;AN
Angola;AO
Antarctica;AQ
Argentina;AR
American Samoa;AS
Austria;AT
Australia;AU
Aruba;AW
Aland Islands;AX
Azerbaijan;AZ
Bosnia and Herzegovina;BA
Barbados;BB
Bangladesh;BD
Belgium;BE
Burkina Faso;BF
Bulgaria;BG
Bahrain;BH
Burundi;BI
Benin;BJ
Saint Barthelemy;BL
Bermuda;BM
Brunei Darussalam;BN
Bolivia, Plurinational State of;BO
Bonaire, Sint Eustatius and Saba;BQ
Brazil;BR
Bahamas;BS
Bhutan;BT
Bouvet Island;BV
Botswana;BW
Belarus;BY
Belize;BZ
Canada;CA
Cocos (Keeling) Islands;CC
Congo, The Democratic Republic of the;CD
Central African Republic;CF
Congo;CG
Switzerland;CH
Cote d'Ivoire;CI
Cook Islands;CK
Chile;CL
Cameroon;CM
China;CN
Colombia;CO
Costa Rica;CR
Cuba;**bleep**
Cape Verde;CV
Curacao;CW
Christmas Island;CX
Cyprus;CY
Czech Republic;CZ
Germany;DE
Djibouti;DJ
Denmark;DK
Dominica;DM
Dominican Republic;DO
Algeria;DZ
Ecuador;EC
Estonia;EE
Egypt;EG
Western Sahara;EH
Eritrea;ER
Spain;ES
Ethiopia;ET
Finland;FI
Fiji;FJ
Falkland Islands (Malvinas);FK
Micronesia, Federated States of;FM
Faroe Islands;FO
France;FR
Gabon;GA
United Kingdom;GB
Grenada;GD
Georgia;GE
French Guiana;GF
Guernsey;GG
Ghana;GH
Gibraltar;GI
Greenland;GL
Gambia;GM
Guinea;GN
Guadeloupe;GP
Equatorial Guinea;GQ
Greece;GR
South Georgia and the South Sandwich Islands;GS
Guatemala;GT
Guam;GU
Guinea-Bissau;GW
Guyana;GY
Hong Kong;HK
Heard Island and McDonald Islands;HM
Honduras;HN
Croatia;HR
Haiti;HT
Hungary;HU
Canary Islands;IC
Indonesia;ID
Ireland;IE
Israel;IL
Isle of Man;IM
India;IN
British Indian Ocean Territory;IO
Iraq;IQ
Iran, Islamic Republic of;IR
Iceland;IS
Italy;IT
Jersey;JE
Jamaica;JM
Jordan;JO
Japan;JP
Kenya;KE
Kyrgyzstan;KG
Cambodia;KH
Kiribati;KI
Comoros;KM
Saint Kitts and Nevis;KN
Korea, Democratic People's Republic of;KP
Korea, Republic of;KR
Kuwait;KW
Cayman Islands;KY
Kazakhstan;KZ
Lao People's Democratic Republic;LA
Lebanon;LB
Saint Lucia;LC
Liechtenstein;LI
Sri Lanka;LK
Liberia;LR
Lesotho;LS
Lithuania;LT
Luxembourg;LU
Latvia;LV
Libyan Arab Jamahiriya;LY
Morocco;MA
Monaco;MC
Moldova, Republic of;MD
Montenegro;ME
Saint Martin (French part);MF
Madagascar;MG
Marshall Islands;MH
Macedonia, The Former Yugoslav Republic of;MK
Mali;ML
Myanmar;MM
Mongolia;MN
Macao;MO
Northern Mariana Islands;MP
Martinique;MQ
Mauritania;MR
Montserrat;MS
Malta;MT
Mauritius;MU
Maldives;MV
Malawi;MW
Mexico;MX
Malaysia;MY
Mozambique;MZ
Namibia;NA
New Caledonia;NC
Niger;NE
Norfolk Island;NF
Nigeria;NG
Nicaragua;NI
Netherlands;NL
Norway;NO
Nepal;NP
Nauru;NR
Niue;NU
New Zealand;NZ
Oman;OM
Panama;PA
Peru;PE
French Polynesia;PF
Papua New Guinea;PG
Philippines;PH
Pakistan;PK
Poland;PL
Saint Pierre and Miquelon;PM
Pitcairn;PN
Puerto Rico;PR
Occupied Palestinian Territory;PS
Portugal;PT
Palau;PW
Paraguay;PY
Qatar;QA
Reunion;RE
Romania;RO
Serbia;RS
Russian Federation;RU
Rwanda;RW
Saudi Arabia;SA
Solomon Islands;SB
Seychelles;SC
Sudan;SD
Sweden;SE
Singapore;SG
Saint Helena, Ascension and Tristan da Cunha;SH
Slovenia;SI
Svalbard and Jan Mayen;SJ
Slovakia;SK
Sierra Leone;SL
San Marino;SM
Senegal;SN
Somalia;SO
Suriname;SR
South Sudan;SS
Sao Tome and Principe;ST
El Salvador;SV
Sint Maarten (Dutch part);SX
Syrian Arab Republic;SY
Swaziland;SZ
Turks and Caicos Islands;TC
Chad;TD
French Southern Territories;TF
Togo;TG
Thailand;TH
Tajikistan;TJ
Tokelau;TK
Timor-Leste;TL
Turkmenistan;TM
Tunisia;TN
Tonga;TO
Turkey;TR
Trinidad and Tobago;TT
Tuvalu;TV
Taiwan, Province of China;TW
Tanzania, United Republic of;TZ
Ukraine;UA
Uganda;UG
United States Minor Outlying Islands;UM
United States;US
Uruguay;UY
Uzbekistan;UZ
Holy See (Vatican City State);VA
Saint Vincent and The Grenadines;VC
Venezuela, Bolivarian Republic of;VE
Virgin Islands, British;VG
Virgin Islands, U.S.;VI
Viet Nam;VN
Vanuatu;VU
Wallis and Futuna;WF
Samoa;WS
Yemen;YE
Mayotte;YT
South Africa;ZA
Zambia;ZM
Zimbabwe;ZW

0 Upvotes
NettaS
Mitglied

Creating country as a deal property

lösung

Thanks!

0 Upvotes
NettaS
Mitglied

Creating country as a deal property

lösung

Hi Jack,

 

I'm trying this, but for some reason I am only getting strange properties I can choose from (see screenshot) non of which are the Country/Region property. 

Any ideas?

 

Thanks!

 

Capture.PNG

0 Upvotes
RobertHabel
Teilnehmer/-in

Creating country as a deal property

lösung

Jack, what selection do I need to do for the "Group"
I don't know what influence it has if I select "Analytics history" or "Project features"

0 Upvotes
jackcoldrick
HubSpot Employee
HubSpot Employee

Creating country as a deal property

lösung

Hi @RobertHabel ,

 

If your trying to copy an entire property group this would not be supported in the tool. The solution I was recommending supports copying the options of a single property into another property. So if you have a Country field with 100s of options you could easily copy those 100 options into a Company property with relative ease. 

 

Regards,

Jack

Jack Coldrick
Solutions Engineer @ HubSpot
Add me on LinkedIn
0 Upvotes