Hupspot Default Deal Properties Explained

Hubspot provides a powerful set of default deal properties that control how your pipeline, reporting, and sales automation behave. Understanding these fields helps you keep data consistent, support your sales team, and build reliable dashboards and workflows.

This guide walks through the main default deal properties, how they are structured, and practical ways to use them in your CRM.

What Are Hubspot Default Deal Properties?

Default deal properties in Hubspot are the system fields that come preconfigured with every account. You can view them in your property settings, use them on deal records, and reference them in lists, reports, and automation.

They are grouped by function, including identification, lifecycle, deal details, and revenue metrics. These standard properties cannot be deleted, but many can be customized for labels, options, or display.

Accessing Deal Properties in Hubspot

To see a full list of default deal properties, follow these steps in your Hubspot account:

1. Go to Settings (gear icon) in the main navigation.
2. In the left sidebar, click Properties.
3. Choose Deal properties from the object selector.
4. Use search or filters to locate specific default fields.

You can also confirm the latest official list and definitions from Hubspot’s documentation at this external help article.

Core Identification Properties in Hubspot Deals

Several default properties uniquely identify and organize deals in Hubspot. These are essential for reporting and integrations.

Deal ID

This is the unique system identifier for every deal record. It is automatically generated and cannot be edited. Use this field when syncing data with other systems or when using API integrations.

Deal name

The deal name is the human-readable label that appears in your pipeline boards, lists, and records. Keep a consistent naming convention, for example:

• Company – Product – Month Year
• Region – Customer – Package

Consistent naming makes it easier for sales leaders to scan deals in Hubspot and understand what each opportunity represents.

Pipeline and Deal stage

Two closely related properties control where a deal sits in your sales process:

• Pipeline – Defines which sales pipeline the deal belongs to.
• Deal stage – Reflects the step of the sales process inside that pipeline.

Deal stages are tied to probability and closed status, which directly affect forecast and revenue reports.

Deal Lifecycle Dates in Hubspot

Date-based properties show how long deals spend in your sales funnel and when key events occur.

Create date

This property logs when the deal was first created in the CRM. It is valuable for measuring sales cycle length and pipeline growth over time.

Close date

The close date represents when you expect the deal to be won or lost. When a deal is marked as closed won, the date is used in revenue reporting and forecasting.

Best practices include:

• Set an estimated close date as early as possible.
• Update the date as probability changes.
• Ensure it is accurate at the moment of closing.

Time in stage and aging metrics

Hubspot automatically calculates several timing metrics based on lifecycle properties and stage movements. These help you understand where deals stall and where coaching is needed.

Revenue and Amount Properties in Hubspot

Revenue-related fields determine how your CRM measures pipeline value and closed revenue.

Amount

The amount property stores the monetary value of a deal. It is typically the expected contract value, total sales price, or first-year revenue.

To maintain accurate reports:

• Agree on a single definition of value (total, ARR, MRR, or other).
• Ensure sales reps update this field when scope changes.
• Use validation rules or required fields where available.

Deal currency

If you use multiple currencies, this property stores which currency the amount is in. Hubspot can handle currency conversion based on your account settings and exchange rates.

Forecast-related values

When combined with deal stage probabilities, the amount field is used in forecast and pipeline reports. The more consistent your use of these default properties, the more reliable your projections will be.

Association and Ownership Properties in Hubspot

Hubspot default deal properties also track ownership and key associations that power collaboration and attribution.

Deal owner

This property assigns a primary user to the deal. It controls visibility in dashboards, task queues, and workflows. Keep ownership current so that handoffs and reporting stay accurate.

Associated contacts and companies

While associations are managed through relationship settings, several properties reflect linked records, such as primary company or primary contact. These connections are vital for:

• Attribution and source reporting.
• Personalized communication from the deal record.
• Visibility into the full account history.

Activity and Source Properties in Hubspot Deals

Some default properties summarize engagement and origin for each deal, drawing from associated contacts, companies, and activities.

Latest activity and last modified date

These fields help you identify stale deals or those needing follow-up. They reflect when a deal record was last updated or when the most recent tracked interaction took place.

Source and original source

Hubspot can record how a deal originated, such as through a form submission, manual creation, or integration. Use these properties to analyze which channels create the most revenue, not just the most leads.

How to Use Hubspot Default Deal Properties Effectively

To make the most of default deal properties, apply a consistent data strategy across your sales and marketing teams.

1. Document naming and data conventions

Create a simple internal guide covering:

• Standard deal naming formats.
• How to define the amount field.
• When to set and update close dates.

Store this guide where every Hubspot user can find it and include it in onboarding.

2. Customize views and boards

On the deals index page, configure table views and board cards to surface the most important default properties, such as:

• Deal name
• Deal owner
• Amount
• Close date
• Deal stage

This keeps every sales rep focused on the data that matters most.

3. Build reports using default properties

Use the built-in properties as the foundation for dashboards, such as:

• Pipeline by stage and owner.
• Revenue by source and close date.
• Average sales cycle using create date to close date.

Because these properties are standardized, they are ideal for company-wide reporting.

4. Automate with workflows

Create workflows that read and update key default deal properties, for example:

• Send reminders when close date is approaching.
• Update lifecycle stages based on deal stage.
• Notify managers when amount exceeds a threshold.

Automation ensures records stay current in Hubspot, even when sales teams are busy.

Next Steps for Optimizing Your Hubspot Deals

Once you are comfortable with default deal properties, consider:

• Adding custom properties to capture business-specific data.
• Refining pipelines and deal stages to match your sales process.
• Auditing data quality regularly to keep reporting accurate.

If you need strategic CRM help, training, or implementation support, visit Consultevo for consulting services focused on optimization and best practices.

By understanding and correctly using default deal properties, you unlock more reliable reporting, smoother automation, and a cleaner sales process in your Hubspot environment.

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