HubSpot Ideas

Alvaro_Sanz

[Deal or Ticket] Record Customization by pipeline

Who: Sales & Service teams

 

I think it'd be ideal to be able to have different properties shown in Deals and/or Service Tickets, based on the specific pipelines. This should be useful, as different pipelines usually serve different needs and, as such, might requiere different information to be shown primarily.

 

The same way we can have different stages / status in Deals & Tickets, why not allow us to have different properties shown depending on the pipeline?

 

I'm referring to this screen.

Alvaro_Sanz_0-1641904802247.png

 

1件のコメント
JKerstein6
メンバー

I second this suggestion. Fields/data properties should be tied to the pipeline, not necessarily only to the team.