Customizing deal properties across teams when creating a deal

olimottola

Hi,
As a user creating deals across different pipelines (for different products) I want to customize what properties I see when I'm creating a deal. Currently our two teams need to share one view when creating the deal which makes things confusing and hinders our data integrity. I cannot make a property mandatory because only relevant to one product pipeline and vice versa.
Would be great to get a fix for this.

HubSpot updates
3 Replies
benesch_e
Contributor

This would be very helpful to be able to customize the required properties based on either team or pipeline during deal creation. As each team has different requirements for data. Being able to have different required property cards for ticket creation would aslo be helpful as each service team requires different information to deal with different products.

DMurphy1
Contributor

YES! Just onboarded another line of business to Hubspot and they are vastly different than the sales team currently creating deals there. We need to be able to customize deal creation by team!  Now we are forced to make things not required in order to not confuse the two lines of business. Which means we will lose important data. 

 

Please add this option asap!

 

veronicagonz
Member

This is such a basic feature, I can't believe this is not avalialble yet... My team has the same problem. You can set the required properties when changing stages in each pipeline, but you can't cusomize the properties the team sees when creationg a deal according the pipeline? this doens't make any sense...