Edit Deal Properties from Deals Dashboard

IsabelK
Participant

I would love to be able to edits the deal properties visible for associated deals from the deal dashboard, like you can change the deal owner. I would really like if all visible properties could be edited from this screen. 

Annotation 2019-08-09 082209.png

1 Reply 1
Josh
Recognized Expert | Platinum Partner

Hi @IsabelK,

 

If you click the checkbox and then choose edit, you can edit any of the deal properties without ever leaving that screen. Additionally, you can change these properties for multiple deals as well.

 

Josh




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer