Deal types? New & Existing only?

[awot]

Just wondering if I can add new deal types on the free version of hubspot or does it need to be paid? Looked all around couldn't find how - thanks!

[awot]

Just wondering if I can add new deal types on the free version of hubspot or does it need to be paid? Looked all around couldn't find how - thanks!

[Mike_Eastwood · Accepted solution]

Hi @awot 

In HubSpot Sales Pro you can use "Products" in Deals – this would give you detailed reporting on the products you sell.

You could create a Custom Property in the Deal in the Free version. If you made your Custom Property a multi-select (with all your products) you could then select all the products you sell in the Deal. The analysis wouldn't be as easy, and it's a little more fiddly , but you could do it.

Have fun

Mike

[warrendavey]

@awot - Here is a video we created answering this specific question for someone else.  I do believe you can change it on the free version too. 

https://youtu.be/ECejkfZioEE

[awot]

This work ^ , thank you

[warrendavey · Accepted solution]

@awot - Great!  Please mark as a solution if you think it will help others.

[awot]

Done

[Mike_Eastwood]

Hi @awot 

Some of the default properties are fixed e.g. Contact Lifecycle Stage.

Some of the properies can be added to e.g. Deal Type.

In other words you can add another option to you Deal Type but you cannot edit the two default properties (New Business and Existing Business).

If you want more customisation you could create a new Custom Property and add all the options you want (and leave Deal Type with the default options).

Does this work for you?

Mike

[awot]

I had a quick look through what you've mentioned but I'm not sure if its the fix.

What I want to do is add individual deals  example

Deal name: Deal 1
Product: Product A
Deal amount $4000

Deal name: Deal 2
Product: Product A + B
Deal amount $5200

Deal Name: Deal 3
Product: Product A
Deal amount $3200

So I can work out at the end of each month how much of product a was sold, or b or other combinations etc..

I hope this makes sense and thank you for your response.

[Mike_Eastwood · Accepted solution]

Hi @awot 

In HubSpot Sales Pro you can use "Products" in Deals – this would give you detailed reporting on the products you sell.

You could create a Custom Property in the Deal in the Free version. If you made your Custom Property a multi-select (with all your products) you could then select all the products you sell in the Deal. The analysis wouldn't be as easy, and it's a little more fiddly , but you could do it.

Have fun

Mike

[awot]

Thanks for the help though!

[awot]

I think we will probably upgrade to the pro, this function alone is worth it.

[Mike_Eastwood]

Agreed.

My favourite Sales Pro feature is sending someone my Meeting Link so they can book a Zoom (Zoom can be fully integrated into HubSpot and Gmail) meeting with a few clicks.

Have fun

Mike