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Status: Idea Submitted
katie_cort
Submitted by HubSpot Employee on ‎May 26, 2020 4:11 PM

Manually creating a deal that is close won, date is still at the end of the month

When manually creating a deal and moving it to closed won right away, the close date still stays the end of the month. I recommended setting the close date as a required field so when this happens he remembers to manually set the close date to today instead of the end of the month, but this should not have to be a manual process.

screen_shot_2020-05-22_at_12.00.54_pm.png

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3 Replies
melissachowning
Participant | Platinum Partner
Participant | Platinum Partner
‎Jan 26, 2021 4:34 PM

Yes, please! 

herodotuseduc
Contributor
‎Nov 1, 2021 5:46 PM

is there any other way for people who are not on professional/enterprise plans and hence cannot set fields as required? i agree, this should not be set as a manual service.

katie_cort
HubSpot Employee
HubSpot Employee
‎May 27, 2022 11:53 AM

Hey Team!

Just following up on this thread that this has now been resolved. Screen Shot 2022-05-27 at 11.52.38 AM.png

You can now apply default close date to new deals. This will be under Settings-> Objects->Deals.