Get a Clear Picture of your Sales Pipeline and Activity
As a Customer Success Manager at HubSpot, I often hear from customers, "It’s hard to get an up-to-date picture of our pipeline. Our reps don... read more
As a Customer Success Manager at HubSpot, I often hear from customers, "It’s hard to get an up-to-date picture of our pipeline. Our reps don... read more
Hello everyone, I've set up a sales pipeline in HubSpot with the following deal stages: Form Submitted, Appointment Scheduled, Qualified to ... read more
I am trying to create a workflow for a Pipeline when the task that is created at Stage 1 is marked complete I want to automatically move the... read more
I am trying to make it so that certain exit criteria are met before reps are allowed to move a deal forward to the next stage. This is parti... read more
Learn how to define your sales process and turn it into a deal pipeline in HubSpot CRM. This lesson also covers some useful properties and the basics of deal automation. - Designing Your Sales Process in HubSpot CRM
Learn how to use the workflows tool to support automation in your sales process. - Using Advanced Lead Routing
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Learn how to customize close date settings or trigger actions when a deal moves to a specific stage.
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