Deals

How can I set which properties display when moving deals between deal stages?

Last updated: November 1, 2017

Available For:

Marketing: N/A
Sales: Free, Starter, Professional

You can set up fields for your sales reps to fill out when a deal is moved to a new deal stage. You can also set any of these fields to Required, meaning that a value must be set for that property in order to move the deal to that stage.

Please note: You must have permission to edit property settings to update your deal stage properties.

  • In your HubSpot Sales account, navigate to Settings
  • Click on the Sales link located on the left-hand side menu then click Deals

  • Scroll down to the Deal Pipelines and Stages section.
  • Click the Edit button to the right of the pipeline for which you'd like to customize the required fields.

  • Next, locate and hover over the stage you'd like to update > click Edit properties
  • Use the field on the left to search for the property or properties you'd like to add > Check the box to the left to select that property. 
  • To require a value for property, check the box in the Required column for that property on the right. In the below example, the property Budget is required.
  • You can then click Preview popup to preview what your CRM users will see when they move a deal to this stage.
  • Click Save

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