CRM

DMcG
Member

Deal "created by" recording

SOLVE

Hi All, 

 

Is there a way to create a property field that will record who created opportunities in the CRM and if so what module do you need to be on?

 

Thanks a lot

 

David

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal "created by" recording

SOLVE

Hi @DMcG,

 

There is now a "Created by user ID" field on all record types!

 

To find the ID of a user (it's not their name), navigate to Settings > Users & Teams. Click on the user and copy the ID from the URL that's now showing in the address bar of your browser:

 

 

https://app.hubspot.com/settings/PORTAL_ID/users/editUser/USER_ID

 

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Deal "created by" recording

SOLVE

Hi @DMcG,

 

There is now a "Created by user ID" field on all record types!

 

To find the ID of a user (it's not their name), navigate to Settings > Users & Teams. Click on the user and copy the ID from the URL that's now showing in the address bar of your browser:

 

 

https://app.hubspot.com/settings/PORTAL_ID/users/editUser/USER_ID

 

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

JessicaH
HubSpot Alumni
HubSpot Alumni

Deal "created by" recording

SOLVE

Hi @DMcG,

 

Thanks for reaching out.

This article might be a good starting point for you as it explains how to set up a custom property.

 

I hope this helps.

Take care!

Jess

 


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