CRM

taishojidai
Member

same pipeline for sales and product

SOLVE

Any ideas on pipeline stages that work for a service and product? We're limited to one pipeline with the free crm but sell both services and products. Stuck on how to get this to work for us.

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

same pipeline for sales and product

SOLVE

Hi @taishojidai

 

Your only options really on the free CRM are to use custom deal properties and/or naming conventions to distinguish between service and product sales. EIther should let you create filtered views that show only one or the other. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

same pipeline for sales and product

SOLVE

Hi @taishojidai

 

Your only options really on the free CRM are to use custom deal properties and/or naming conventions to distinguish between service and product sales. EIther should let you create filtered views that show only one or the other. 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency
0 Upvotes