CRM

valorland
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What happens to data when 1st funnel stage is deleted?

解決

Hi, we are using the free CRM version and if we want to delete the 1st stage of our current funnel and let the 2nd stage be our funnel's first stage going forward, what happens to the "Deals" that are now sittting in the 1st stage? And, what happens to the data of the "deals" that have gone from this 1st stage to other stages in the past? 

 

(Essetnially, we don't want to lose any of this data. We to retain the data and just track how contacts move from our current stage 1 to current stage 2 using the customer lifecylce tracking instead of the funnel tracking, because  our current 1t stage is not where we think the funnel should start).

 

Thank you!

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MFrankJohnson
解決策
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What happens to data when 1st funnel stage is deleted?

解決

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

 

Delete HubSpot Deal StageDelete HubSpot Deal Stage

Deal Stage History is retained.

- see image

 

HubSpot Deal Stage HistoryHubSpot Deal Stage History

 

 

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

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1件の返信
MFrankJohnson
解決策
ソートリーダー

What happens to data when 1st funnel stage is deleted?

解決

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

 

Delete HubSpot Deal StageDelete HubSpot Deal Stage

Deal Stage History is retained.

- see image

 

HubSpot Deal Stage HistoryHubSpot Deal Stage History

 

 

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