Pipeline specific Default Deal Properties

Hello Team, 

 

Our use case:

We have various pipelines, for various sales cycles and sometimes various types of contacts or companies.

The Deal's information we need to access depend on the pipeline the deal is in. Since the "default deal properties" is made to display the "most important" information of a deal, we need this group of "most important" information to be pipeline specific.

 

Our suggestion:

To propose to create multiple "default deal properties", each one having a name. Then, admin should be able to decide to which pipeline to apply this "default deal properties". A "default deal properties" may be applied to one or more pipelines. It's ok to have a limit on the possible numbers of possible "default deal properties" if needed. 10 or 20 maximum would already be amazing.

 

Note: I've written the above with the understanding that "default deal properties" are controlling both the "about" section on the deal and the properties available when creating a new deal on the card that's opening on the right of the screen.

 

Best, 

Adrien

65 Replies
VagaeNatus
Advisor

@ Hubspot Product Managers: this 'Pipeline specific Default Deal Properties' is actually one use case for this more general idea 'Conditionally display and/or make mandatory properties'

 

 

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jhicks
Occasional Contributor

I'm seeing that this has been a request since 2017 and 130+ upvotes.

 

@hubspot , Is this something that is being worked on? It seems like many user would greatly benefit from this feature.

rwolupo
Regular Contributor

we would love this feature Smiley Happy

VagaeNatus
Advisor

Today is the 2nd years anniversary of this feature request. It got 143 upvotes and 43 replies but has not been moved yet to "Planning" by Hubspot. I hope this happens soon.

JPowell1
Regular Contributor

@VagaeNatus agreed! This seems to be an important capability for many. Businesses will likely outgrow HubSpot quickly for pipeline management if features like this aren't prioritised.

Hawk-Steve
Esteemed Contributor

+1 from me.

 

I can see real use for the powerful pipeline tools outside of the sales stage, such as where there are processes to be completed after a sale is complete.

 

Use case: Onboarding pipeline

  • Deals get moved from won on the sales pipeline to the onboarding pipeline (When deal is complete, create a new one on the 2nd pipeline)
  • The onboarding team would move the onboarding pipeline 'deal' through the stages to get the customer set up and going with our product
  1. The sales pipeline needs to see default fields like amount, deal source, close dates, business types, etc
  2. The onboarding pipeline needs to see default fields like, date of onboarding start/close, onboarding owner and other administrative tasks.
plandes
Occasional Contributor

Definitely +1

(Although we need this feature in "Tickets" as well, but the main idea remains the same).

 

It makes sense to have different properties for different pipelines in the process. We currently see Pipeline A as our daily business process for complaints, but pipeline B (that could be returns in our case) are completely different ticket properties.

 

You may want to ask in pipeline A why the ticket has been opened (product damaged/shipping in delay etc.), but you never would want to see these "default" properties in your pipeline B, since (in respect to returs) you may want to set properties like why the parcel has returned for example.

 

Therefore I really hope HS takes this request that has been opened for a long time now into action and tickets/deals will be available with different properties due to the choosen pipeline they are in. 

dlozano
Regular Contributor

Really all we really need in our company , is to define what properties we'd like to see when we create a deal in certain pipeline... there are some initial properties that do not apply to all pipelines... right now we have to add an option in each property that says "N/A" to show that that property in particular does not apply to that pipeline... sounds easy to do

plandes
Occasional Contributor

"N/A" to all "useless" properties in various pipelines also screws your reports...why is there no action from Hubspot since 146 need this urgently?

robert-biproxi
Visitor

+1 for us

 

150 upvotes and two years time. Let's get this feature added!