Sort Properties on "Create Deal" Form when Using Pipeline Logic
Hi everyone,
I really like the ability to create custom "create deal" form based on pipeline logic.
When I create the custom deal form for a specific pipeline, HubSpot adds the additional properties for that pipeline to the bottom of the form. The location in the form is fine but it's a mess with the additional properties listed in the wrong order - I'm going to frustrate the heck out my sales reps. I don't see the option to drag the properties into a specific order. Is there a way to sort those properies?
Sort Properties on "Create Deal" Form when Using Pipeline Logic
Hello @Jenny26 thank you for posting in our Community!
Are you able to share a screenshot of this additional property? The more information, screenshots, and details you can provide, the better I can advise on the next steps.
Sort Properties on "Create Deal" Form when Using Pipeline Logic
Hi Pam,
Thanks so much for your reply! There are several additional properties and I don't believe it's the properties causing the problem. The main issue is that in deals where we use pipeline logic to create a pipeline specific creation form, I cannot sort the additional properties used in the custom pipeline forms. They populate the form in a random order and there is not function (that I can see) where I can drag them into the correct order like you can in a deal creation form not using pipeline logic.