Hi there,
When my team switches a deal to Closed Won (makes a sale), I need it to trigger a checklist of items/to do activities that they can tick off.
How do I do this?
Cheers.
Hi @Telboy1984,
HubSpot does not have a dedicated feature for this, unfortunately. Here are some different options you could evaluate.
- Create a custom multiple checkboxes deal property where each checkbox option corresponds to a to do. After placing this property in the left deal sidebar, it acts like checklist.
- Once deals hit the closed won stage, use the ‘Create task’ workflow action to create tasks for each to do. These tasks would not be part of a task list or associated in any way, they would float around individually, making it hard to see how much of a list was completed.
- Consider creating a post-sales ticket or deal pipeline and use a workflow to enroll closed won deals, then create a record in that pipeline. The pipeline stages / ticket statuses would correspond to one to do. This makes most sense is the to dos are supposed to be completed in order.
- Create a note at the top of the deal (either automatically via workflow, this can be done with free apps from the HubSpot app marketplace, or manually, using snippets). You can pin this note to the top of the deal. The deal owner would use this as a pinned text field to update their progress through this to do list.
- Consider dedicated third-party solutions that integrate with HubSpot and specialize on post-sales, such as Arrows or planhat.
Best regards!