HubSpot Ideas

MMGF

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件のコメント
DCowan
参加者

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).