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
74 Replies
FabianHaas
Visitor

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
Occasional Contributor

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

iminaii
New Contributor

+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
New Contributor

+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
Occasional Contributor

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
Advisor

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

yogo
New Contributor

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:

 

workflwo_-Empty _Close Date_ when creating new deals _ HubSpot.pngworkflow - actions

workflwo_-Empty _Close Date_ when creating new deals _supps HubSpot.pngworkflow - suppressions

 

Hope this could suit your needs.

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

 

hugosyone
New Contributor

Hubspo definitely needs to change ouw DATE CLOSE works.

bendonahower
Regular Contributor

+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
Occasional Contributor

I have this issue too!