CRM

SSmith4
Membre

Updated default Deal Stages by mistake

Résolue

I have updated default Deal Stages values by mistake, and all the deals updated updated accordingly, is there a way i can revert the changes to default?

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Updated default Deal Stages by mistake

Résolue

Hi @SSmith4,

 

Yes, please refer to this tutorial: Reverting Bulk Property Changes by Importing Historical Property Values

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Voir la solution dans l'envoi d'origine

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SSmith4
Membre

Updated default Deal Stages by mistake

Résolue

What ever I change it comes alone with the deal stage as marked in the screenshot. could you please help to hide "Sales pipeline"

SSmith4_1-1642072414404.png

 

 

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Updated default Deal Stages by mistake

Résolue

Hello @SSmith4,

 

This cannot be hidden. The name of the pipeline is always added in brackets.

 

Best regards!

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.

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Updated default Deal Stages by mistake

Résolue

Hi @SSmith4,

 

The "Pipelines" in brackets is the name of your pipeline. You can edit the name of your pipeline following these steps: https://knowledge.hubspot.com/deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#edit-or...

 

Best regards!

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.

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SSmith4
Membre

Updated default Deal Stages by mistake

Résolue

I  get pipeline in every stages, can you please help to remove that? previosuly it will show only the satges like closed lost, appoinment scheduled etc.

Hubspot_Dealstage.png

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Updated default Deal Stages by mistake

Résolue

Hi @SSmith4,

 

Are you referring to a bulk edit on the Deal stage property?

 

Unfortunately, there isn't a reverse button in HubSpot, but you can find a great tutorial (with multiple steps) on how to change your deals back to the earlier values: Reverting Bulk Property Changes by Importing Historical Property Values

 

If we're talking about very few deals, I would simply check the property history and change it back manually. If however this is a larger number (20+), the above option is probably faster.

 

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.

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SSmith4
Membre

Updated default Deal Stages by mistake

Résolue

yes, is possible to revert to old data

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SSmith4
Membre

Updated default Deal Stages by mistake

Résolue
 
 
Is it possible to revert old data?
0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Updated default Deal Stages by mistake

Résolue

Hi @SSmith4,

 

Yes, please refer to this tutorial: Reverting Bulk Property Changes by Importing Historical Property Values

 

Best regards

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.

0 Votes
karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Updated default Deal Stages by mistake

Résolue

Hi @SSmith4,

 

Let me know if you have any issues following the steps in the tutorial linked above. Again, there isn't any feature that allows you to go back in one click, but yes, it's possible to access those earlier values (see the tutorial).

 

Best regards!

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.

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