Hi there,
Is there a tool/extension in HubSpot whereby you can create an external timeline for a client to visibly track the sales process i.e. I have started a sales process with a client (which will be approximately a 6-step process) and I would like them to see at what step we’re at in the sales process at any one time and reference that to any emails, quotes, meeting minutes, notes, etc during that process?
Hi @BWhithair,
Thanks for reaching out to the Community!
I have been looking into possibilities to achieve your goal. Unfortunately, I couldn’t find any integration or feature that directly displays the client’s sales process status to the clients. However, you could explore the option of creating workflows that trigger when a client moves from one stage to another. For instance, you could use the Lifecycle stage as a trigger and specify the message to be sent based on the chosen stage. While this idea may work in the short term, it may not be scalable in the long run, especially considering that a person can initiate multiple sales processes.
For new feature suggestions, please consider posting on our Ideas Forum. If you find a similar idea, give it an upvote and share your unique use case in the comments. If your idea is not already there, feel free to create a new idea.
Best,
Diana
Thanks for your feedback Diana, and I will do