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What are the required deal properties in HubSpot and how to setthem

Use required deal properties in HubSpot to keep sales data accurate, improve forecasting, and streamline your pipeline.

Keeping your deals organised in HubSpot is key to a smooth sales process. Required deal properties ensure that your team captures the most important information at every stage, helping you track progress, forecast revenue, and close deals more efficiently.

 

What Are Required Deal Properties?

Required deal properties are key data fields that must be filled in before a deal can be moved to a new stage in your sales pipeline. These properties help ensure consistency and accuracy in your sales reporting and forecasting.

 

Common Required Deal Properties & What They Mean

✅ Deal Name – A clear, recognisable name for the deal, such as “Acme Co. – Annual Subscription.”

✅ Deal Amount – The estimated or confirmed revenue value of the deal. This is crucial for sales forecasting.

✅ Deal Stage – Indicates where the deal is in the sales pipeline (e.g., “Presentation Delivered” or “Contract Sent”).

✅ Close Date – The expected date when the deal will be won or lost, helping with accurate revenue tracking.

✅ Associated Contacts & Companies – Links the deal to the right customer or business, keeping all interactions in one place.

✅ Deal Owner – Assigns the deal to a specific sales rep for accountability and follow-up.

 

How to Set Required Deal Properties in HubSpot

  1. Go to Settings – Click the ⚙️ Settings icon in HubSpot’s main navigation.
  2. Navigate to Pipelines – Select Objects > Deals > Pipelines to manage your sales process.
  3. Edit Deal Stages – Click Edit next to your pipeline and select a deal stage.
  4. Set Required Properties – Choose the properties that must be completed before moving a deal forward.
  5. Save & Apply – Confirm your changes to ensure consistency in your sales pipeline.

 

Why Use Required Deal Properties?

  • Ensure Data Accuracy – Keep sales reports and forecasts reliable.
  • Improve Team Efficiency – Standardise deal tracking for a smoother workflow.
  • Enhance Sales Insights – Capture the right details at the right time to make informed decisions.
By setting up required deal properties, you’ll create a structured, data-driven sales process that helps your team close deals faster and more efficiently. 🎯