CRM

SSmith4
メンバー

Updated default Deal Stages by mistake

解決

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?

0 いいね!
1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Updated default Deal Stages by mistake

解決

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.

元の投稿で解決策を見る

0 いいね!
9件の返信
SSmith4
メンバー

Updated default Deal Stages by mistake

解決

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

 

 

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Updated default Deal Stages by mistake

解決

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.

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Updated default Deal Stages by mistake

解決

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.

0 いいね!
SSmith4
メンバー

Updated default Deal Stages by mistake

解決

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

0 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Updated default Deal Stages by mistake

解決

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.

0 いいね!
SSmith4
メンバー

Updated default Deal Stages by mistake

解決

yes, is possible to revert to old data

0 いいね!
SSmith4
メンバー

Updated default Deal Stages by mistake

解決
 
 
Is it possible to revert old data?
0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Updated default Deal Stages by mistake

解決

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 いいね!
karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Updated default Deal Stages by mistake

解決

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.

0 いいね!