Is anyone aware of a plugin or connection that allows you to move deals from Discovery back into the Prospecting module?
Hi @Thielandteam,
I’m assuming ‘Discovery’ is a stage in your deal pipeline. It’s my understanding you would more so delete the deal and move the contact/company back to the prospecting module by meeting whatever criteria you have specified for the prospecting module.
Keep an eye on the contact/company owner. I’ve had trouble figuring out why leads weren’t showing up in my prospecting workspace, and it’s because I wasn’t the owner.
Best,
Ryan Schweighart
Whole Hart Impact, LLC
I help businesses with HubSpot and Zapier.