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awot
Membre

Deal types? New & Existing only?

Résolue

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!

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Mike_Eastwood
Solution
Conseiller clé | Partenaire solutions Gold
Conseiller clé | Partenaire solutions Gold

Deal types? New & Existing only?

Résolue

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

 

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warrendavey
Solution
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

Deal types? New & Existing only?

Résolue

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

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Davey Waren
Pearagon

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Voir la solution dans l'envoi d'origine

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warrendavey
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

Deal types? New & Existing only?

Résolue

@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


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Davey Waren
Pearagon

Still have questions? Let's Talk

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awot
Membre

Deal types? New & Existing only?

Résolue

This work ^ , thank you

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warrendavey
Solution
Contributeur de premier rang | Partenaire solutions Diamond
Contributeur de premier rang | Partenaire solutions Diamond

Deal types? New & Existing only?

Résolue

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

✔️ Was I able to help answer your question? Help the community by marking it as a solution.

Davey Waren
Pearagon

Still have questions? Let's Talk

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awot
Membre

Deal types? New & Existing only?

Résolue

Done

Mike_Eastwood
Conseiller clé | Partenaire solutions Gold
Conseiller clé | Partenaire solutions Gold

Deal types? New & Existing only?

Résolue

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
Membre

Deal types? New & Existing only?

Résolue

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.

0 Votes
Mike_Eastwood
Solution
Conseiller clé | Partenaire solutions Gold
Conseiller clé | Partenaire solutions Gold

Deal types? New & Existing only?

Résolue

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

 

0 Votes
awot
Membre

Deal types? New & Existing only?

Résolue

Thanks for the help though!

awot
Membre

Deal types? New & Existing only?

Résolue

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

0 Votes
Mike_Eastwood
Conseiller clé | Partenaire solutions Gold
Conseiller clé | Partenaire solutions Gold

Deal types? New & Existing only?

Résolue

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