HubSpot Ideas


Conditional Deal Stage Properties

Hey HubSpot, 

We find great value in the "Update Deal Stage properties" feature in HubSpot to standardise data collection. However, there's a challenge when we have deals that are going through our Pipeline/Process that warrant different data to be collected at the same stage.

Currently we have two options,

A) Which is to list out all fields and possibilities at that stage as "unrequired" which isn't user-friendly

B) Split out into separate pipelines which is drastic and affects forecasting (as you can only look at one pipeline at a time). 

Without splitting this out into an identical, yet partitioned pipeline - we'd much prefer it to all sit in the same pipeline, but have functionality by saying if Deal Property is X, then show only Fields Y and Z at this stage.