HubSpot Ideas

mphenderson

Different Deal Forms for Different Pipelines

Depending on which pipeline a deal is created in, the deal creation form should be able to be different.

For example, we are using Hubspot to track implementation/customer sucess as well as the traditional sales use case. When a deal is created in the customer success pipeline, we don't need to know a close date, ARR, deal source, etc. Similarly, when a deal is created in the sales pipeline, we don't need to know who the assigned Customer Success manager will be.

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