CRM

EmbeddedCapital
Member

Companies - Displaying Sales Pipeline Stage

SOLVE

I measure Companies as the account and think of my prospects that way (commercial insurance agency) and i'm trying to get the pipeline stages (i setup custom Deal Stages to fit our model) tied to company so i can see a list of companies and what stage they are. (contacts makes no sense as contacts leave but the money comes from the company)  i cant see how to do that on company view it's not an option to add deal stage property   Should i not be using Deal stages but different property to track the pipeline?  I have custom names and number of steps in the pipeline that reflects the insurance sales process but i'm happy to put those somewhere else - i see hubspot has Type; lifecycle; etc. 

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1 Accepted solution
DSharma02
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Companies - Displaying Sales Pipeline Stage

SOLVE

Hi @EmbeddedCapital ,

There is a workaround here but you will need Marketing subscrption for that:
1. Create a company custom properties : Deal Stage
2. Set up workflows that automatically update this custom property based on the Deal Stage changes.
3. Use filters to create a view on company dashboard that includes the custom property you created.

Hope this helps!
Thanks

View solution in original post

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2 Replies 2
DSharma02
Solution
Top Contributor | Gold Partner
Top Contributor | Gold Partner

Companies - Displaying Sales Pipeline Stage

SOLVE

Hi @EmbeddedCapital ,

There is a workaround here but you will need Marketing subscrption for that:
1. Create a company custom properties : Deal Stage
2. Set up workflows that automatically update this custom property based on the Deal Stage changes.
3. Use filters to create a view on company dashboard that includes the custom property you created.

Hope this helps!
Thanks

0 Upvotes
kennedyp
Community Manager
Community Manager

Companies - Displaying Sales Pipeline Stage

SOLVE

To add to @DSharma02's comment, you could also use sync properties that copy data to associated records! This could copy the associated Deal stage to the Company without the need for a workflow 😊

 

Best,
Kennedy


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