Workflows for deals

Smart CRM & Sales Hub Sales Hub Tools
2

Hey @Kimberly as of today (11/1/17) the new Sales Proffessional package includes advanced workflows for HubSpot contacts, companies, deals and tasks. You can check out the new feature list here.

Sales Professional customers can now use Workflows to:

  • Create a Deal (find out how here)
  • Rotate Leads (find out here)

Marketing customers can acheive the above, in addition to using Workflows for contacts, lists and internal emails.