CRM

SSmith4
Member

Updated default Deal Stages by mistake

SOLVE

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
Hall of Famer | Partner
Hall of Famer | Partner

Updated default Deal Stages by mistake

SOLVE

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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SSmith4
Member

Updated default Deal Stages by mistake

SOLVE

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
Hall of Famer | Partner
Hall of Famer | Partner

Updated default Deal Stages by mistake

SOLVE

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
Hall of Famer | Partner
Hall of Famer | Partner

Updated default Deal Stages by mistake

SOLVE

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


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SSmith4
Member

Updated default Deal Stages by mistake

SOLVE

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
Hall of Famer | Partner
Hall of Famer | Partner

Updated default Deal Stages by mistake

SOLVE

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


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SSmith4
Member

Updated default Deal Stages by mistake

SOLVE

yes, is possible to revert to old data

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SSmith4
Member

Updated default Deal Stages by mistake

SOLVE
 
 
Is it possible to revert old data?
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Updated default Deal Stages by mistake

SOLVE

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 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Updated default Deal Stages by mistake

SOLVE

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 Upvotes