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Status: Idea Submitted
MMGF
Submitted by on ‎May 6, 2021 4:56 PM

Setting Custom Properties for Deal Creation

My company has 4 sales divisions.  In hubspot, I set up TEAMS to have customized properties in their contact and deal view. 

 

I noticed you can not have multiple views when ADDING A NEW DEAL....even though after the deal has been added, you can then see a customized view under your specified team.  

 

Is there a way to allow for NEW DEAL CREATION BAR to have customized properties determined on which team you are on? 

 

Thank you, MM

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1 Reply
DCowan
Participant
‎May 7, 2021 4:48 PM

This really needs to happen to both the deals pipeline and the service ticket pipelines. We have 4 different support pipelines and 4 sales pipelines and all have to use the same ticket form (which is now very bloated).