Deal Stage before Closed

SOLVE
Regular Contributor

Hi Team,

 

I am enquirying to see if anyone has implemented this as a new property for which at the moment I cannot see anyone has.

 

Basically I want this property to list what stage a deal was in before being Moved to Closed lost or won.

 

eg. Deal 43 was in Proposal Stage, before being closed lost.

Deal 27 was in Enquiry Stage before being closed lost.

 

Which a property such as "Stage before close" would show:

Deal 43 : Proposal

Deal 27: Enquiry

 

Looking forward to thoughts and ideas on this one. Thanks, John

 

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Solution
Esteemed Contributor | Diamond Partner

Hi, 

 

There isn't a field within HubSpot for this but as a work round you could create a workflow (depending on your HubSpot package) to populate a custom property. 

 

I have added instructions on how would do this below:

  1. Locate to "Settings" in the top right hand corner and then chose "Properties" from the menu on the left. 
  2. Under "Deal Properties", create a custom property called "Deal Stage before Close".
  3. With this property, you want to make it a drop down property and add all of your deal stages, excluding "Closed Won", "Closed Lost" etc..
  4. Once you have done this, locate to "Workflows" in the top navigation.
  5. Create a "Deal" based workflow
  6. The enrollment will be that the "Deal Name" is known AND "Deal Stage" does not equal "Closed Won", "Closed Lost" etc..
  7. Then add an if/then branch - The enrollment will be: If the Deal Property, "Deal Stage" is any of {Your first deal stage}, then on the "Yes" side, click "Set Property Value". Choose "Deal" and search for "Deal Stage before Close". Choose {Your first deal stage} and click save. 
  8. You will then need to repeat step 7 for all of your deal stages. 

This workflow will then copy the deal stage information over to "Deal Stage before Close" before it reaches the closed won/ lost stage.

 

Workflow Example.png


If you needed more help or assistance, please let me know. 

 

Elysha Shave

Inbound Specialist 

BBDBoom.com

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3 Replies 3
Solution
Esteemed Contributor | Diamond Partner

Hi, 

 

There isn't a field within HubSpot for this but as a work round you could create a workflow (depending on your HubSpot package) to populate a custom property. 

 

I have added instructions on how would do this below:

  1. Locate to "Settings" in the top right hand corner and then chose "Properties" from the menu on the left. 
  2. Under "Deal Properties", create a custom property called "Deal Stage before Close".
  3. With this property, you want to make it a drop down property and add all of your deal stages, excluding "Closed Won", "Closed Lost" etc..
  4. Once you have done this, locate to "Workflows" in the top navigation.
  5. Create a "Deal" based workflow
  6. The enrollment will be that the "Deal Name" is known AND "Deal Stage" does not equal "Closed Won", "Closed Lost" etc..
  7. Then add an if/then branch - The enrollment will be: If the Deal Property, "Deal Stage" is any of {Your first deal stage}, then on the "Yes" side, click "Set Property Value". Choose "Deal" and search for "Deal Stage before Close". Choose {Your first deal stage} and click save. 
  8. You will then need to repeat step 7 for all of your deal stages. 

This workflow will then copy the deal stage information over to "Deal Stage before Close" before it reaches the closed won/ lost stage.

 

Workflow Example.png


If you needed more help or assistance, please let me know. 

 

Elysha Shave

Inbound Specialist 

BBDBoom.com

View solution in original post

Regular Contributor

Hi Elysha, 

 

Thanks for your response. I like your idea and agree the workflow would best make sense. Thanks for you help on this one, I will give it a crack and let you know if I have any issues.

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Esteemed Contributor | Diamond Partner

Hi,

 

Not a problem, let me know if you need any further help.

 

 

Thanks,

Elysha Shave

Inbound Specialist

BBD Boom.com

 

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