Managing multiple sales pipelines

Posted March 19, 2021 in

Rebecca Whitney

Long time marketer, first time caller.

Is anyone using more than one HubSpot pipeline? We have three pipelines and now have a need to have different default fields for one of them. It doesn't look like it's possible. Trying to find any handy solutions. We have one idea, but it's a bit of extra work and probably annoying for users. Thanks in advance! And thanks,  Stephanie Baiocchi  for letting me know about this!
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Connor DeLaney
We're so happy to have you  Rebecca Whitney ! Let's tag some HubSpot experts that may be able to help. 

Nick Bennett   Carina Duffy   Jessica Palmeri  does this sound like something you've built out before?
Carina Duffy
Hey  Rebecca Whitney ! Totally picking up what you're putting down. Just to confirm - you're talking about default fields that are required when a user is creating a deal? Or are you talking about the fields that show up on the lefthand "About" side of the deal record?
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Nick Bennett
Hey Rebecca Whitney , I actually just consolidated all of our pipelines into 1 over the weekend.

When we were using multiple pipelines I used this process to make the relevant info visible on the sidebar based on what pipeline it is in.

Let me know if I misunderstood your ask!
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Chris Greene
yes i have 5

Connor DeLaney
How'd you go about setting them all up  Chris Greene ?

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