If you’re not already using deal updates, this could be a perfect time to start!
At the moment, it’s impossible to add an update from HubSpot and you only see them in HubSpot if you choose to add it as a note when you create one. That means they can get lost and it’s tough to see a full audit history.
Tomorrow we’re rolling out a change so that updates can be stored in a deal property, meaning your reps can add them when they are looking at the deal in HubSpot, you don’t have to look through the notes to find them, and you have a history of all previous updates on a deal.
What you need to do
We’ll have all your current updates saved but they won’t show until you update your HubSpot connection. To do this, just open your profile menu and click the “HubSpot connected” option to run through the flow again:
This adds the “Deal update” property to your HubSpot account and pushes any updates we have saved out to the deal so it’s all in sync.
To show the new property on the deal view in HubSpot, a site admin will need to click the settings option on the panel and add it:
Here’s a 30 second video to show you how: https://youtu.be/aKGwcxD8wp8