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Customize the close date in deals

 

When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month.

In our industry, the time to close is more around 80 to 90 days. The deal forecast will be more accurate with a close date set 2 or 3 months after the create date. close_date.png

 

 

 

HubSpot updates
81 Comentarios
Kimberly
Colaborador habitual

 Agreed. Customization of close date would be remarkably helfpul. 

karainglis
Colaborador ocasional

Hi everyone, 

 

I am having the same request in one of the portals I manage. I see a lot of comments about whether HubSpot monitors these feeds. While I am not sure the level of monitoring that goes on, I do know that ideas like this that are popular are taken into consideration when they are submitted to the "ideas" section, https://community.hubspot.com/t5/custom/page/page-id/ideaslandingpage. I hope this helps!

 

Best,

Kara

davidw803
Colaborador ocasional

Close Date should be the actual close date and should be blank until that date. There should be a separate field called Projected/Expected close date. This would greatly help with forecasting. Also, it would help with generating a value for actual vs projected deal life cycle.

LeeHouse
Colaborador ocasional

Not taking this very simple thing seriously has just lost Hubspot a customer. We should renew Sales and Marketing Pro next week and this is a key reason, along with the GDPR fiscaso that we will go elsewhere. 

Ta-Ta

 

Lee

 

gelflex-cc
Asesor distinguido

 I see this is a common thread and yet I am missing any solutions.  How high a priority is this for HubSpot? 

I would prefer the deal close date to need a date rather than an instant populate.

 

Thanks.

 

Chris

MHales
Nuevo miembro

Auto populating a date here makes no sense. We definitely need the ability to customize how this field works.

sophiakhan
Nuevo colaborador

We would love to be able to set a default date as well. Do not want the date picker to only populate a blank field if not filled in. 

ernopyykko
Colaborador distinguido

Now you can create a deal workflow which clears the close date property, not ideal but a good enough workaround.  

gelflex-cc
Asesor distinguido

@ernopyykko How do you create a deal workflow?

 

Thanks.

rasmustoivonen
Colaborador ocasional

As it is now the "Close Date" also is hidden when set to "required" when moved to, for example, the stage Closed Won. This is because it is already pre-populated from before. 

 

It is good for us that our Sales Reps have to estimate the Close Date before the Deal is Won or Lost. But when it becomes Lost or Won the date should be seen on the popup. That is why I set it to required in the first place.