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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

HubSpot updates
Pipeline specific Default Deal PropertiesModerator
Jan 4, 2020

Hi @VagaeNatus - thank you for your follow up here. 

This original idea contained 2 great feature improvements that are different segments of work for our teams and cannot be completed in tandem. Since we have delivered on one of the ideas, our community team has advised that we keep this idea marked as "delivered". 

However, since the other half of the suggestion is yet to be implemented (the ability to use different properties upon deal/ticket creation), I created another idea to track development. I've also set the idea to "In planning" as we are actively determining the best way to solve this problem and it is something we do plan to implement. 

Thank you for your continued feedback, I'm also looking forward to marking that idea delivered as well! 

- Dylan 

Pipeline specific Default Deal PropertiesModerator
Oct 16, 2019

Hi Tim, 

 

When combing through the thread, I did notice this to be about 30% of the case that was mentioned. Unfortunately, this is not part of the update I posted about above but it is firmly on our radar. 

 

We are beginning to kick off work on that front (creating deals) but I felt as if the majority of the asks here were around the data that displays on Deals. We're well aware of the case for conditional required properties based on a pipeline an object is created in and will update this thread (or another, if it pops up) once we have that in a beta! 

Thanks as always for your continued feedback on our product 

 

- Dylan

 

Pipeline specific Default Deal PropertiesModerator
changed to: Delivered
Oct 16, 2019

Hi HubSpot Community,

Thank you for your continued feedback and input on the Community. I'm excited to update this post to "delivered", as of today we have introduced the ability to display conditional data on records into beta. Here is a knowledge doc that explains the capability.

 

In short, Professional users can now add customizable sections to their records; Enterprise users can customize what displays on records depending on the team a user is on or a property on the object (ex: pipeline). This update also comes jam-packed with property updates, such as the ability to delete or regroup HubSpot Default Properties. 

 

We'll have a more detailed product blog post coming soon, but I wanted to personally let all of you on the community know first!

If you're interested in using this functionality - navigate to "properties" within settings. If you are a Super Admin you will see a toggle in the bottom left hand corner that will allow you to unlock the new experience. We hope to make continued improvements to this experience before rolling it out more broadly as the defacto experience. 

As always, thank you for your continued feedback. Here on HubSpot Product we're always eager to improve your experience to help your business grow better! 

 

- Dylan Sellberg
Product Manager

Pipeline specific Default Deal PropertiesModerator
Jun 13, 2019

Hi HubSpot Community,

We really appreciate the continued feedback on this post. Allowing pipeline specific deal properties is certainly something we hope to look in to. However, at this stage the work has not been planned or scheduled. Please continue to provide examples and use-cases for this feature - it will help us build a better solution when the time comes. We'll update this post when we have further clarity on when we plan to build this functionality. 

 

- Dylan

Pipeline specific Default Deal PropertiesModerator
Oct 21, 2018

Hi HubSpot community - thank you all for providing your feedback on this issue. I'm a member of our Product team and I wanted to let you all know that this is something we are actively thinking about and hope to deliver soon! Please continue to provide examples and use-cases on this issue, I will provide an update once this functionality is closer to beta. 

89 Kommentare
Romane
Besucher

 Great idea, it vould be very useful ! 

 

 

 

 

RyanBarbour
Berater

It would be super useful if the fields displayed on Create A Deal tab were dependent to the Pipeline selected. 

 

We have several different pipelines and the fields each specific pipeline need when creating a deal differ greatly. Right now the only option appears to be just adding the "Set the properties your team sees when creating deals." which is not a good solution. This clutters up the list massivly and people are less likely to fill in the fields because there are so many.

 

This idea would also be great on the contact/company if you could make the fields displayed dependent on a specific field.

Matthew_Melay
Mitwirkender

Yes please

wadefitzgerald
Berater

Yes, would be great addition. Please implement soon. Thanks.

VagaeNatus
Spezialist

@RyanBarbour@Matthew_Melay and @wadefitzgerald: looks like this idea is a duplicate of an already existing one and having 69 upvotes. For an idea to be released, it's important it has lots of upvote, which means having all the upvotes in one place. If this idea is actually the same (please check) I'd suggest:

1/ You upvote the original idea

2/ You delete this idea in order to avoid upvotes to be spread out in the future.

 

Here it is: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943

wadefitzgerald
Berater

yes, please implement.

Olivia78
Mitwirkender

We need this to support our multiple business pipelines. 

 

When will this be implemented?? 

 

We need this ASAP as it's confusing our team and actually making it more difficult. 

 

thanks! 

 

klemen
Mitwirkender

We'd love to see this feature too

lgurley
Mitwirkender

This functionality would allow us to integrate and manage a growing number of pilot projects with greater nuance than our basic sales tracking can manage without making every record so cumbersome - generating greater value and an increased propensity for closing deals and turning Contacts into Customers! 

dlozano
Sachkundiger

We NEED this!! I'm not aware of how much attention HubSpot is paying to its CRM, but this kind of features are a must!!

re_young
Mitwirkender

Can we upvote 10 times? 

 

We have regional pipelines for our global organization that leverage different properties. I set some default properties and then I wake up to different ones because Australia came on and set their default properties. Property view by pipeline is necessary for any company that sells more than one product or has a global team. Please implement! Looks like it has been 1.5 years since the idea was brought up.  

 

Thank you!

Moderator
Moderator

Hi HubSpot community - thank you all for providing your feedback on this issue. I'm a member of our Product team and I wanted to let you all know that this is something we are actively thinking about and hope to deliver soon! Please continue to provide examples and use-cases on this issue, I will provide an update once this functionality is closer to beta. 

Hale7021
Mitwirkender

Please add ASAP!

2666702
Mitwirkender

As part of this I would like to see forecasting and products within HubSpot to be enhanced so that you can forecast Deals that include Products eg: we are a SaaS company, in the Deals Workflows you can create a workflow to auto-create a deal, the deal consists of a client that wants products as part of the deal: 5 x Type A Software Licenses and 2 x Type B Software Licenses. The client or HubSpot owner can enter the quantity, they can check out online and that closes the deal. It auto updates the Forecast and the Deal as Closed Won.

 

Currently Products is NOT an object in Dashboard reports, nor Workflows. You cannot forecast deals with products properly. In Forecasting or Goals - you need to be able to have targets: eg: I want my sales team to sell 20 x Type A Software Licenses PER MONTH and 10 x Type B Software Licenses PER MONTH. This has both a target NUMBER (QUANTITY) of PRODUCTS and a target REVENUE number. It should auto calculate revenue based on the quantity of PRODUCTS. You should be able to set goals for forecasting target numbers based on Products (quantity) and Revenue.

rsellman
Berater

We need different default property values based on pipeline, but also different mandatory fields, as well as ticket closure requirements.

 

Our use is primarily in Service Hub through Tickets. We really need this to support our operations across different organizations in our company for full adoption and maximum utilization of Hubspot!

JPowell1
Sachkundiger

We have 2 very different pipelines, one of which isn't related to sales. We essentially need a completely different set of properties for the 2nd pipeline versus typical sales process.

 

andykm1
Mitwirkender

This would be extremely valuable for our business due to dealing with several differnet types of client and accounts.

RosaMac
Mitwirkender

The sooner we can implement this the better as we are currently working with 4 different pipelines. 

AaronS
Mitwirkender

It would be very helpful to allow each pipeline to have its own properties. For example we use one for mortgage origniation and we also want to use Hubspot for Recruiting and would have different standard field requirements for each pipeline.

 

Allowing us to create custom templates for each pipeline to work from would really be helpful and avoid a lot of work around.  

LoLombardi
Mitwirkender

Hi guys, this is a really good idea and something worthy for companies handling multiple countries within the same system.

My suggestion is :

When you create a deal, and you choose a certain pipeline (Brazilian_pipeline) (French_pipeline) or even for different teams (Shoes_pipeline) (Jackets_pipeline), etc then all deal properties below would automatically change to fir the exact needs of each country/team in terms of what they need to fill as mandatory fields.

Please (pretty please) try to make this available sometime soon, our teams and countries are eager to use it, it would be a HUGE improvement on their UX within the Sales tool and deal creation process Smiley (fröhlich)

Thanks HubSpot team, and thanks Kim, from customer support, to helping me find this thread!

 

Loraine