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RevQ
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Recurring deals

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Can I make a deal automatically recur monthly?

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MFrankJohnson
Solución
Líder intelectual

Recurring deals

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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

 


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www.MFrankJohnson.com

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

Ver la solución en mensaje original publicado

2 Respuestas 2
ravegasaenz
Participante

Recurring deals

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Here they announced a few months ago that the feature is in planning.

0 Me gusta
MFrankJohnson
Solución
Líder intelectual

Recurring deals

resolver

_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

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com