HubSpot Ideas


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

1 Reply

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).