CRM

TPalethorpeUK
Membre

Deals moving across pipelines incorrectly

Résolue

how can I set up a workflow that automatically moves a deal back to its original pipeline if it gets moved inappropriately?

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Deals moving across pipelines incorrectly

Résolue

Hi @TPalethorpeUK,

 

No need for a workflow (at least if you're on Sales Hub Professional or higher). This can be done with pipeline rules 🙂 https://knowledge.hubspot.com/object-settings/set-up-rules-for-deal-pipelines

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Voir la solution dans l'envoi d'origine

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Deals moving across pipelines incorrectly

Résolue

Hi @TPalethorpeUK,

 

No need for a workflow (at least if you're on Sales Hub Professional or higher). This can be done with pipeline rules 🙂 https://knowledge.hubspot.com/object-settings/set-up-rules-for-deal-pipelines

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes
TPalethorpeUK
Membre

Deals moving across pipelines incorrectly

Résolue
How does a notes app help with this issue?
0 Votes
karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Deals moving across pipelines incorrectly

Résolue

@TPalethorpeUK this is the link I shared, are you seeing something different? https://knowledge.hubspot.com/object-settings/set-up-rules-for-deal-pipelines

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes