Customize the close date in deals

Kim_GP

 

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

 

 

 

113 Replies
ernopyykko
Top Contributor

@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
Recognized Expert

@rasmustoivonen I love it! Thanks for sharing.

rasmustoivonen
Participant

@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
Participant

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
Participant

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

KSM
Contributor

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
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
Member

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

crowdsync
Member

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
Participant

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 🙂 

FabianHaas
Member

Agreed! A lot of users could benefit from having the close date set to a default number of days once the deal is created. 

Gozde
Participant

+1, it is the sad that we are still waiting for such a simple feature.

iminaii
Member

+1, I understand why it's better to have a deal close date on all deals, but for some pipelines with extremely long deal close times it's just irritating.

Divyesh
Member

+1 Please make the default close date configurable OR at least  change the default behaviour of the close date on deal creation such that its empty to begin with. This is creating lot of confusion while creating new deals and we have to manually clear it everytime. 

santygomez
Participant

Hi I also need to change the default close date to the day of creation of the contact, does anybody know if this feature is already available for us?

VagaeNatus
Key Advisor

This would likely be defined at a "record type" level, as it is called in Salesforce.

yogo
Member

Hi,

 

we do have the same problem and we solved it with a workaround.

You can use the hubspot workflows functionality in order to set the "close date" property to en empty value when creating a deal.

So, if you would like have this functionality set active from e.g. today onwards, you need to define a deal workflow as shown in the pictures below:

 

workflow - actionsworkflow - actions

workflow - suppressionsworkflow - suppressions

 

Hope this could suit your needs.

Pleaes also check before setting this workflow active, if non of your old deals are affected.

 

hugosyone
Member

Hubspo definitely needs to change ouw DATE CLOSE works.

bendonahower
Top Contributor | Platinum Partner

+1

 

if in the set close date workflow property there was an option like x days in the future in addition to the date of step and a static date that would work as well... 

GregDuffy
Participant

I have this issue too!