CRM

MBaranowska
Contributor

New Property - deal activity or deal information

SOLVE

Hi All, 

 

I feel like this is a very basic question but I can't find the explanation anywhere. 

 

When creating a new property on deals, what is the difference between the use of Deal Activity and Deal Information? 

 

MBaranowska_0-1616068608532.png

 

Thanks,
Marta

0 Upvotes
2 Accepted solutions
Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

New Property - deal activity or deal information

SOLVE

Hi @MBaranowska 

 

There is no behavioural difference, these are just logical groupings to help keep things organised. You can also create your own custom groups. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

New Property - deal activity or deal information

SOLVE

Hi @MBaranowska,

 

Which property group you choose doesn't make a difference – you could go by personal preference.

 

Personally, I'd use Deal information for any general, descriptive information (properties that I'm not expecting to change or not change very often) and Deal activity for anything inconstant and changeable, such as custom date stamps (although some default ones are under Deal information) – but it's really a vague distinction.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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View solution in original post

3 Replies 3
MBaranowska
Contributor

New Property - deal activity or deal information

SOLVE

Thank you both, 

Marta

karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

New Property - deal activity or deal information

SOLVE

Hi @MBaranowska,

 

Which property group you choose doesn't make a difference – you could go by personal preference.

 

Personally, I'd use Deal information for any general, descriptive information (properties that I'm not expecting to change or not change very often) and Deal activity for anything inconstant and changeable, such as custom date stamps (although some default ones are under Deal information) – but it's really a vague distinction.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

New Property - deal activity or deal information

SOLVE

Hi @MBaranowska 

 

There is no behavioural difference, these are just logical groupings to help keep things organised. You can also create your own custom groups. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies