CRM

MBaranowska
投稿者

New Property - deal activity or deal information

解決

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

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2件の承認済みベストアンサー
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

New Property - deal activity or deal information

解決

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 | HubSpot Website Agency

元の投稿で解決策を見る

karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

New Property - deal activity or deal information

解決

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
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.

元の投稿で解決策を見る

3件の返信
MBaranowska
投稿者

New Property - deal activity or deal information

解決

Thank you both, 

Marta

karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

New Property - deal activity or deal information

解決

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
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.

Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

New Property - deal activity or deal information

解決

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 | HubSpot Website Agency