HubSpot Ideas

HBruce

Add Deal Collaboration on Create form

Can you add the option for Deal Collaboration to the Create Deal form please? 

 

This will save time for users in creating Deals and prevent them from forgetting to do so. 

9 Replies
AChrisanow
HubSpot Employee

HS Support: This would be a very helpful feature to have!

JCraft2
Member

YES! Having to add Collaborators after the Deal is created adds too many steps. This would help simplify the process. 

JCraft2
Member

Also, this capability should be available on the Mobile App. Many of these Salespeople use their phones mainly.

JLiu23
Member

I realized that it is not possible to include the field to indicate a deal collaborator on the deal creation form. 

It is not ideal to add that manually afterwards. 
Would love to see this possible soon

LRoderick
Member

PLEASE ADD THIS!! It doesn't make sense to have to go into the deal record and add collaborators after the fact. There should be a way to do it at deal creation for sure.

kaious
Top Contributor

Agree, this is very important to help with use of collaborators – many users don't set a value if they don't see it on the create form (despite all our best efforts)

Glodeka
Participant

We'd like to have to have the ability to name/list collaborators and the team members sharing the deal split ON the Deal creation form.  Currently this isn't allowed and there's not any good work-a-rounds. 

padamsbdl
Member

This would save the team steps, please make available in properties for create a deal form.

ANeuenswander
Member

Please add this!! It would be very helpful and much needed for efficiency!