deal amount manual entry

HSalah
Contributor | Platinum Partner
Contributor | Platinum Partner

When I create a deal in the portal after choosing the line item,the deal amount property becomes uneditable as shown in the screenshot.what might restrcits adding a value manually if the line item is applied 

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2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @HSalah,

 

Can you confirm that you have edit access to the amount field? https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-properties

 

On a side note, are you sure that you want to publicly share in a forum which open deals you have (including company names) and what your pipeline value and average deal size is?

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@HSalah I'd recommend reaching out to HubSpot support about this.

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.

View solution in original post

0 Upvotes
3 Replies 3
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Hi @HSalah,

 

Can you confirm that you have edit access to the amount field? https://knowledge.hubspot.com/properties/restrict-view-edit-access-for-properties

 

On a side note, are you sure that you want to publicly share in a forum which open deals you have (including company names) and what your pipeline value and average deal size is?

 

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.

HSalah
Contributor | Platinum Partner
Contributor | Platinum Partner

@karstenkoehler my bad i deleted the screenshot. yes i have edit access to the amount property. I can even apply value for the property while creating the deal but for an unknown reason when I apply a value to the line item it becomes uneditable

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

@HSalah I'd recommend reaching out to HubSpot support about this.

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