Hello!
We are using the feature to prevent deals moving backwards, and it is great! When deals are in Lost stage we allow users to move them back into the active pipeline, but we would like to restrict this to a specific stage (Sales Qualified Lead)
Among other reasons this will not mess with our conversion rates and we will be able to attribute correct sales cycle periods by using date entered SQL stage.
Any ideas on how to implement this?
Cheers!
Hi @AAndres,
It’s generally not advisable to have deals switch pipelines – pipelines are designed to be a standardized path where a deal starts in the first stage, then moves to the last. When deals move between pipelines, that’s typically a sign that something is not set up right.
Currently, pipeline rules only apply to concerned pipeline: Set up rules for object pipelines
I just tested this, it’s possible to move deals into another pipeline and bypass rules entirely. You could request from the product team that this behavior is changed here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
For now, you would have to rely on training your team so they follow the process correctly. A deal-based workflow could notify when they’re doing something they shouldn’t be.
Best regards
Hi @AAndres
You could use a method where users can select a property on the deal to trigger it moving back to a specific deal stage - this can be a backup if the rules are not working properly
What is your primary KPI you are trying to optimize for - deal created to closed won conversion, or time between entering SQL stage and closed won? If the closing time is more important, have you considered creating a new deal in that case? So after deal is closed lost, if the deal with the same account is active again, create a new deal at that point?