Recurring deals

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Can I make a deal automatically recur monthly?

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Q: Can I make a deal automatically recur monthly?

 

Short A: Not automatically recur.

 

Longer A:

One option is to build a separate deal pipeline strictly for monthly services. You'd still have to manually create a new deal each month, but having it in a separate 'monthly' pipeline would allow you to easily separate revenue in reporting.

 

Whatever you decide to do, you may wish to VOTE on the existing thread in HubSpot Ideas. The more votes it gets the more likely HubSpot will implement in a future release.

- see Renewable/Recurring Deals

 

Help answer your question? If so, remember to accept this 'solution'.

 

Best,
Frank

 


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www.MFrankJohnson.com

1 Reply 1
Community Superstar

_hubspot-button-accept-as-solution-gif-v00.gif

Does this post help you? If so, then help others by accepting it as a solution.

 

Q: Can I make a deal automatically recur monthly?

 

Short A: Not automatically recur.

 

Longer A:

One option is to build a separate deal pipeline strictly for monthly services. You'd still have to manually create a new deal each month, but having it in a separate 'monthly' pipeline would allow you to easily separate revenue in reporting.

 

Whatever you decide to do, you may wish to VOTE on the existing thread in HubSpot Ideas. The more votes it gets the more likely HubSpot will implement in a future release.

- see Renewable/Recurring Deals

 

Help answer your question? If so, remember to accept this 'solution'.

 

Best,
Frank

 


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com