# Documenting and Tracking Close Plans

**URL:** <https://community.hubspot.com/t/documenting-and-tracking-close-plans/74401>\
**Category:** CRM\
**Created:** [February 2, 2023, 11:33pm UTC](https://community.hubspot.com/t/documenting-and-tracking-close-plans/74401 "2023-02-02T23:33:59Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![Alex\_Hollis](https://avatars.discourse-cdn.com/v4/letter/a/b77776/32.png) [@Alex\_Hollis](https://community.hubspot.com/u/Alex_Hollis)\
**Post date:** [February 2, 2023, 11:33pm UTC](https://community.hubspot.com/t/documenting-and-tracking-close-plans/74401/1 "2023-02-02T23:33:59Z")

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The sales leaders and users in my organisation are reviewing the process around documenting and tracking close plans. The desire is to have an initial templated set of tasks, which could be amended to suit the actual nature of the deal as it progresses towards closure.

Has anyone achieved something similar or have experience with attempting this?

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**Author:** ![franksteiner79](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/franksteiner79/32/34443_2.png) [@franksteiner79](https://community.hubspot.com/u/franksteiner79)\
**Post date:** [February 3, 2023, 4:50am UTC](https://community.hubspot.com/t/documenting-and-tracking-close-plans/74401/2 "2023-02-03T04:50:36Z")

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Hi [@Alex\_Hollis](https://community.hubspot.com/t5/user/viewprofilepage/user-id/515372)

What HubSpot tier are you on?

Do you have a rough outline of what a close plan would look like?

My initial thoughts are that this can be done by combining the following HubSpot features, assuming you have a Pro or Ent subscription:

- Use [deal stage automation](https://knowledge.hubspot.com/crm-deals/automate-tasks-on-deal-stages) to create an asign tasks, send reminders, or notify people as a deal moves through the various deal stages
- You can use the [“update stage properties” setting](https://knowledge.hubspot.com/crm-deals/set-up-and-customize-your-deal-pipelines-and-deal-stages#to-customize-your-deal-stages:~:text=To%20customize%20the%20deal%20properties%20presented%20to%20users%20when%20a%20deal%20moves%20to%20a%20specific%20stage%3A) in each pipeline to require specific deal information as a deal moves to a new stage, i.e. can’t close a deal without a deal amount.
- Built reports based on overdue deal tasks or missing deal information. I’ve seen this work wonders for accountability and 1-2-1 conversations with sales reps.

I hope that helps.

Frank