HubSpot Ideas

RGoodman5

Customizable deal properties for each different pipeline

It would be extremely helpful if we could customize the visible properties on deals for each of our individual pipelines.

 

For example, the relevant information for deals in our sales pipeline is a lot different than the information our CS team would like to see in our implementation and other subsequent pipelines. 

5 Replies
EUrhan
Member

I totally agree, It would be so great to have this kind of specification way.

IGruenbaum
Participant

Same here, in our case, different pipeline require different deal properties

IGruenbaum
Participant

@RGoodman5 are you using hubspot also for implementation? (implementation pipeline) or how do you work with it in that regards?

MBHeffernan
Participant

Yes, we would like to have customized deal properities for different pipelines, or at least the ability to make them mandatory to complete for one pipeline, but not the other.

 

ALingham
Member

We at SfS would also like to have this feature implemented. Our business consists of three divisions, each with different pipelines and workflows as the work undertaken by each division of the business is very different, and seperate. We therefore require the need to input different fields and different information when a deal is created. A quick 'in the mean time' solution, as suggested above would be that each field in a deal has different mandatory fields dependant on the pipeline. Or, there could simply be different types of deals you could create, i.e. multiple different deal types could be selected before choosing one and completing the deal creation process.