@RuwanW Thanks for your help. I’m not sure the workflow is really a perfect solution. It’s a workaround, but maybe not worth the effort. First of all, I have to specify exactly which change I want to look at (lifecycle stage 1 --> 2, or lifecycle stage 2 -->3), which means that I’d have to create one workflow for each lifecycle stage. Then the notification won’t say which deal changed stage and it won’t allow me to link the deals, so Sales have to go into Hubspot to check that anyways. And then, due to the fact that I’ll have multiple workflows, I’ll also need multiple lists in order to let them see which deals changet to which stage. Or am I getting this wrong? If this is how it works, then I think it’s too much effort, it doesn’t really make Sales managers’ life easier. They will get “empty” notificatoins every day and then they have to click through multiple lists to see what’s going on. Or have you had a different experience with this?
I think this is an even bigger topic. What would be really great to have is what @jasonforsyth mentions:
- See which deals are coming (and this means taking into account not only whether they’re in the final deal stage before close, but also how fast deals generally move through the pipe. If it on average takes 5 months for a deal to move from stage 1 to stage 2, then revenue that sits in the final deal stage can only be expected to close in 5 months, not tomorrow.)
- See which deals are late: a proper report/notification on deals that stay within one deal stage for too long
This I think would be covered by a metric on Sales Velocity, there’s another idea about that on the forum: https://community.hubspot.com/t5/HubSpot-Ideas/Sales-Velocity/idi-p/21382