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rwebb1
HubSpot Product Team
HubSpot Product Team
Member since ‎Feb 17, 2022
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Activity

Dylan on January 04, 2020
Require specific deal properties based on pipeline
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal read more
Reply Idea Deals Tickets
335 upvotes
136 Replies
rwebb1
HubSpot Product Team
January 06, 2023
KB article for beta: https://knowledge.hubspot.com/customize-create-record-form-for-each-pipeline
Dylan on January 04, 2020
Require specific deal properties based on pipeline
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal read more
Reply Idea Deals Tickets
335 upvotes
136 Replies
rwebb1
HubSpot Product Team
January 06, 2023
KB article for beta: https://knowledge.hubspot.com/customize-create-record-form-for-each-pipeline
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
533 upvotes
228 Replies
rwebb1
HubSpot Product Team
December 19, 2022
Hello everyone - an update that this feature is now out to 100% of portals (Starter and above). Please note that it's not reflected in the mobile exp...read more
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
533 upvotes
228 Replies
rwebb1
HubSpot Product Team
December 19, 2022
Hello everyone - an update that this feature is now out to 100% of portals (Starter and above). Please note that it's not reflected in the mobile exp...read more
Dylan on January 04, 2020
Require specific deal properties based on pipeline
Breaking apart from this, 2 part idea: https://community.hubspot.com/t5/HubSpot-Ideas/Pipeline-specific-Default-Deal-Properties/idi-p/12943 HubSpot should allow admins to define a different set of required properties based on the pipeline a deal read more
Reply Idea Deals Tickets
335 upvotes
136 Replies
rwebb1
HubSpot Product Team
January 06, 2023
KB article for beta: https://knowledge.hubspot.com/customize-create-record-form-for-each-pipeline
JonnyT on June 27, 2018
Customize Ticket Properties based on Pipeline
We work with several different pipelines of HubSpot service tickets. We would like to set the default for displayed ticket properties based on the pipeline we're working with. For instance, we want to see our custom "Serial Number" field in our RM read more
Reply Idea Tickets
173 upvotes
60 Replies
rwebb1
HubSpot Product Team
December 05, 2022
Hi all! An update for you - we are now in private beta for a feature that will enable you to customize the ‘Create record’ form by deal, ticket, or...read more
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