Creating automated qualified deals
We create automated deals via a company workflow based on a scheduled meeting type (=demo). Unfortunately, activity-based workflows do not e... read more
We create automated deals via a company workflow based on a scheduled meeting type (=demo). Unfortunately, activity-based workflows do not e... read more
Is there any way to automatically add a payment link to every new deal that is created from a form submission? In order to completely automa... read more
How does one automatically assign a contact to deal owner? In other words when we create a contact on a deal, how do we get all contacts und... read more
Hi,I need help with a process in HubSpot where I want to create multiple deals at once, each assigned to a specific stage in the pipeline. I... read more
This lesson will guide you to closing sales with confidence using effective deal management, automation, and quote creation. - Managing Deals in HubSpot
This lesson covers several examples of workflows that make life easier for your sales team and that also give you better, more reliable data on your customers. - Using Workflows in Your Sales Process
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Also included in this knowledge base article: Customize how deals are created! Learn how to: Set the properties that appear when users create deals & set defaults for creating new deals.
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