Deal Description - Template?

New Contributor

I would like to make a template to use for the deal description as I need to ensure that the users complete our company specific information. Is there a way to creat a template for this withing Hubspot? Currently the templates and snippets are only available for conversations.

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Regular Advisor | Silver Partner

Hi @becca 

 

You can add Custom Properties to your Deal and make the Custom Properties required fields (so your team has to fill in the properties).

 

Also, you can set what's required at different stages i.e. you can make a Custom Property required before the Deal can me moved to "Closed Won" .

 

Does that solve your challenge?

Mike

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New Contributor

I have added some custom properties already however I want the ability to add a template like we can with email sor calls that allow for the users to just fill in the blanks. Do you know if that is possible?

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