Our company migrated from Salesforce to Hubspot last month and we migrated over all frecasted year end deals that were open as of EOY. Once migrated we implemented new deal stages and weighted amounts for all deals moving forward in Hubspot. The deals that migrated over from SFDC had a different deal stage structure. This is causing some confusion and accuracy issues when we do a Q1 forecast. How can we adjust these migrated deals to fit into the new deal stages we have established moving forward?
Hi @WWiant12 ,
If I understand correctly I think this will be a pretty straightforward fix. If you want to bulk update deals in a certain deal stage to a new deal stage you can do so by going to the list view of deals and adding an advanced filter - Deal Stage is any of X.
Once you have done this you select all of these deals by clicking the checkbox at the top left of the table.
If there are more deals than can be shown on the page you will see this message -
Click select all 101 records.
Next you click ‘Edit’ at the top of the table. Select ‘Deal Stage’ as the property to edit and pick the stage that you want to move these deals to.
Hope this helps.
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| Louise Hare she/her |
| Freelance HubSpot Specialist
|| Want to chat HubSpot? |
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Thank you! We will give that a try.