CRM

XiomaraHerlo
Participant

Registration of properties from any stage of deal

SOLVE
There are occasions in which a seller generates a deal from stages after the new opportunity, this because the contact is already a recurring customer or the seller already has the interest of this one defined.

It would be good if from any stage of the deal we could review the history of properties prior to the stage in which it is being created. It would help us to save steps and time for sellers.
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1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Registration of properties from any stage of deal

SOLVE

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hubspot-deals-deal-stage-required-properties.png

So why not simply make the 'mandatory' properties mandatory in all stages where you'd like to see them?

 

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


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MFrankJohnson
Thought Leader

Registration of properties from any stage of deal

SOLVE

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

 

Q: How can we review the history of deal properties prior to the stage in which it is being created?

 

Short A: (see image)

 hubspot-deals-deal-stage-history-gif-v01.gif

 

Longer A:

n/a

  

Does that help solve your question?

Best,
Frank

 


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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


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XiomaraHerlo
Participant

Registration of properties from any stage of deal

SOLVE

Hello! thanks for the info!

but we have several properties configured in each stage of the deal, what I meant with a history of these properties is that for example, if I create the deal from "quoted" show the properties added in the previous stages to register there and not leave empty fields that are mandatory in those previous stages.

Regards!

 

 

0 Upvotes
MFrankJohnson
Solution
Thought Leader

Registration of properties from any stage of deal

SOLVE

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

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

 

hubspot-deals-deal-stage-required-properties.png

So why not simply make the 'mandatory' properties mandatory in all stages where you'd like to see them?

 

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


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes