HubSpot Ideas

Kari-M

Default Pipeline Setup by User

It would really be nice if there was a feature when setting up a new user that allowed you to set their Pipeline to a defaulted Pipeline.  We have several pipelines in our organization.  Currently I have taught all of our users to add a deal from the Company Record Page.  It eliminates them forgetting to add a Company when rushing through entering deal information.  Its great that the default pipeline is accurate for some, but others have to go in and change it every time the enter a deal.  It would seem that if we can add a user to a team, we could default them to a pipeline.

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