Olá! Nós temos uma Comunidade em Português!

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
73 Comentários
ernopyykko
Especialista residente

@gelflex-cc, sales automation seems to be available starting from the 'professional' package. 

 

@rasmustoivonen, we use another property for that. We created a custom one called 'expected close date', which allows the reps to give an indication of when they think it'll close. This also helps us to get a grasp of how accurately are people able to determine the actual close date. 

gelflex-cc
Autoridade no assunto | Parceiro Diamond da HubSpot

@rasmustoivonen I love it! Thanks for sharing.

rasmustoivonen
Occasional Contributor

@ernopyykko, Thanks! Though, I wanted to do this to simplify for our Sales Reps. Your solution is nice for analytics and follow-up reasons though not for simplifying reasons and minimizing faulty data.. 

sleitz
Occasional Contributor

Or...don't auto-generate a close date at all. I don't seen why that is necessary. Our industry has sales cycles from 9-12 months and this is not helpful at all. 

sleitz
Occasional Contributor

Same here! This needs to be editable and either not have a default or be able to customize the default. Very frustrating.

KSM
Principal conselheiro

Please stop auto-populating my Close Date! That just adds to my workload because I have to clear it each time I create a deal.

dealio
New Member

How has Hubspot not fixed this yet? Can't be too difficult from a programming point of view. What percentage of users benefit from auto-populating Close Date with a totally arbitrary date that can't be adjusted in settings? Must be about 1 for every 100 people who find this annoying and disruptive. C'mon Hubspot, you're better than this!

davidw803
Occasional Contributor

5 pages of comments and still no change.... Smiley Gargalhando

crowdsync
Principal conselheiro

Also think this is one of the most annoying things about hubspot,  kinda insane that theirs 5+ page on this + numerous other topics and no one has done anything about it. 

krestiank
Principal conselheiro

Adding this feature would save me 2 hours of tidying up pr month. Please implement it. Alternatively: Let me create a workflow that does this for me :-)