CRM

TPalethorpeUK
メンバー

Deals moving across pipelines incorrectly

解決

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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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Deals moving across pipelines incorrectly

解決

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

 

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3件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Deals moving across pipelines incorrectly

解決

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 いいね!
TPalethorpeUK
メンバー

Deals moving across pipelines incorrectly

解決
How does a notes app help with this issue?
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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Deals moving across pipelines incorrectly

解決

@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 いいね!