topic How can I set up default tasks or sub-stages within each pipeline stage? in Tips, Tricks & Best Practices

How can I set up default tasks or sub-stages within each pipeline stage?

donrua — Mon, 23 May 2022 20:28:46 GMT

I believe Salesforce has a concept of sub-stages, within a stage. So I might have MQL, then 4 things that need to be verified or done before the MQL is moved to SQL.

How is that handled in Hubspot?

Re: How can I set up default tasks or sub-stages within each pipeline stage?

karstenkoehler — Tue, 24 May 2022 04:35:37 GMT

Hi @donrua,

HubSpot does not have an equivalent to this concept. For deals, it's possible to customize the deal properties presented to users when a deal moves to a specific stage (and make them required in a Professional or Enterprise subscription).

For contacts and the lifecycle stage (such as MQL), there isn't such a feature. HubSpot doesn't block users from moving a contact along through lifecycle stages but there are features to designate to dos:

Create tasks in contact-based workflows based on lifecycle stage
Use playbooks to guide users through certain tasks based on lifecycle stage

Neither of the two can block progress however.

Other users have already requested a similar feature here: Required Properties after Property change

If you're interested in this, I'd recommend upvoting and commenting with your use case.

Best regards!

Re: How can I set up default tasks or sub-stages within each pipeline stage?

donrua — Thu, 26 May 2022 16:02:16 GMT

Thanks, Karsten.

That proposed feature might have some broad usefulness, but not particularly tied to what I'm looking for.

Interested in finesse particularly in the Deal Stages, Sales Pipeline funnel. They are steps in between key gates, but dont' need to necessarily be a stage all their own, as it might blow up to too many stages. Example:

Stage: MQL
Step/Substage 1
Step 2
Step 3
Stage: SQL

It's like moneyball. Sure, you can just look at every batter's performance in batting average, but Moneyball breaks down every hit to every part of the field, type of hit, outcome, etc. And with that data, they can BETTER predict future outcomes. If we had more detail in the Pipeline stages, maybe "collected BANT questions", "Asked for likely hood to buy and recorded rating", etc, then we could build better forecasts and learn more about sales cycles and bottlenecks.

Re: How can I set up default tasks or sub-stages within each pipeline stage?

karstenkoehler — Thu, 26 May 2022 16:36:26 GMT

Hi @donrua,

Fully understand. It's unfortunately not possible. If you think this should be a feature, I'd recommend posting your request to the HubSpot Ideas section.

Best regards!