# Deal Workflow

**URL:** <https://community.hubspot.com/t/deal-workflow/56052>\
**Category:** CRM\
**Tags:** workflows\
**Created:** [May 2, 2022, 8:32pm UTC](https://community.hubspot.com/t/deal-workflow/56052 "2022-05-02T20:32:15Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![DaveStone](https://avatars.discourse-cdn.com/v4/letter/d/ba9def/32.png) [@DaveStone](https://community.hubspot.com/u/DaveStone)\
**Post date:** [May 2, 2022, 8:32pm UTC](https://community.hubspot.com/t/deal-workflow/56052/1 "2022-05-02T20:32:15Z")

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I am trying to set up property values apon entering and leaving stages. So is there a way to force field, say a status, to be a certain value apon entering a stage? or maybe clearing out values if someone had to return a deal to a previous stage?

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [May 3, 2022, 3:38am UTC](https://community.hubspot.com/t/deal-workflow/56052/2 "2022-05-03T03:38:44Z")

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Hi @DaveStone ,  
You can set up the value for a certain property when the deal is at a particular stage. You have to create a deal-based workflow for that and the action will be ‘Set property value’. The wf will look something like this:

 ![webdew_0-1651549093260.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/8/f/8feccd223aa8680e4c9d01b41a0c0db515141f72.png)

Hope this helps!  
If we were able to answer your query, kindly help the community by marking it as a solution.  
Thanks and Regards.

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**Author:** ![DaveStone](https://avatars.discourse-cdn.com/v4/letter/d/ba9def/32.png) [@DaveStone](https://community.hubspot.com/u/DaveStone)\
**Post date:** [May 3, 2022, 11:14am UTC](https://community.hubspot.com/t/deal-workflow/56052/3 "2022-05-03T11:14:18Z")

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I am sorry but that is what I have right?

 ![DaveStone_1-1651576401918.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/4/1/4168e07180d43633581d3b1ac04f540912302873.png)

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**Author:** ![DaveStone](https://avatars.discourse-cdn.com/v4/letter/d/ba9def/32.png) [@DaveStone](https://community.hubspot.com/u/DaveStone)\
**Post date:** [May 4, 2022, 10:01am UTC](https://community.hubspot.com/t/deal-workflow/56052/4 "2022-05-04T10:01:59Z")

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Thank you. I ended up calling the support line and they were able to get me back on the right track.

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [May 3, 2022, 4:18am UTC](https://community.hubspot.com/t/deal-workflow/56052/5 "2022-05-03T04:18:56Z")

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Hi @DaveStone,

Yes, this is a common use case. In the right actions sidebar of a deal workflow, you should see “Set property value” and “Clear property value” which do exactly what you’re looking for:

 ![](https://d2qpr2jzcazej7.cloudfront.net/original/3X/f/2/f2e1155cf308565ca0ad94a74ff93b732fa72e0b.png)

As far as enrollment criteria of this workflow go, you need to reference the the pipeline stage they’re entering, not the one they’re leaving. For example, if you want to update a property once a deal enters the “Contract sent” stage, it would look like below:

 ![](https://d2qpr2jzcazej7.cloudfront.net/original/3X/e/8/e8299a4ff6689b126e5501156fad7cb86d1f7f5b.png)

Hope this helps!

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<div class="post-metadata">

**Author:** ![DaveStone](https://avatars.discourse-cdn.com/v4/letter/d/ba9def/32.png) [@DaveStone](https://community.hubspot.com/u/DaveStone)\
**Post date:** [May 3, 2022, 10:46am UTC](https://community.hubspot.com/t/deal-workflow/56052/6 "2022-05-03T10:46:13Z")

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still not working as I place a deal into “assigned/review” stage I would expect to see the status of the deal change

 ![DaveStone_0-1651574686107.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/4/5/450670c55646f26263a3f22cba366696ffc3c271.png)

When I review the deal the status is still assigned a different status. I see in the history record where it was updated

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [May 3, 2022, 11:07am UTC](https://community.hubspot.com/t/deal-workflow/56052/7 "2022-05-03T11:07:31Z")

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Hi @DaveStone,

Just to rule out a few obvious things:

- Is the workflow switched on? (_Review and publish_ in the top right corner)
- Can you check via the _Test_ button (top right corner) whether your deal would enroll in the workflow? Or: can you confirm that it actually enrolled?
- Was the deal potentially enrolled in this workflow before? If so, it would not re-enroll automatically. You would have to tell the workflow by clicking into the enrollment triggers and, in the tab _Re-enrollment_, select “Deal stage is any of”. You would then have to re-trigger it by changing the deal stage again.
- If none of the above works, can you please click _Details_ (top left) and, under _Action logs_ and _Enrollment history_, use the “Select a deal” dropdown to search for your deal and share screenshots here of what you see.

Best regards!
