Deal Criteria Checklist

What we're looking to do is better manage our pipeline and ensure that a deal has set criteria before being moved to the next stage.

 

What would be ideal is a checklist of items that have to be checked before a deal can be progressed to the next stage.

HubSpot updates
18 Replies
Community Manager
Community Manager
updated to: Needs Detail

Hey thanks for posting!

I have a few follow up questions for you, to get as much detail as possible for our CRM Product teams.

 

What criteria do you use to progress a Deal between stages? Are these custom to your team/business, or are you looking for general/default criteria to be provided by HubSpot?

Can you provide an example (if possible) of another product/tool that already does this?

 


Thank you in advance for clarifying the details above, if you have any follow up questions for me / the Product team then just post in your reply.

Best,

 

 

ianhill
Regular Contributor

Hi Ró,

 

Please see below for my response:

 

- What criteria do you use to progress a Deal between stages? Are these custom to your team/business, or are you looking for general/default criteria to be provided by HubSpot?

The criteria would be custom to our team. An example would be that before a deal can be moved to "Project On" the sales person must do the following:

   - Ensure there is opportunity for us to participate in the procurement exercise

   - There is an agreed time scale

   - Detailed meeting taken place or scheduled in

   - Steps of advancement are understood

 

If any of these criteria have not been met then the deal can not progress.

  

- Can you provide an example (if possible) of another product/tool that already does this?

Unfortunately, I've not seen anything that does this. But if it helps, I imagine that when a user updates the Deal Stage, a pop up appears that asks the user to confirm the following. Only once all checkboxes have been checked, will the deal stage be updated.

 

Hope this helps and feel free to ask any further questions if it helps your understanding of our requirements.

 

Thanks, Ian

Community Manager
Community Manager
updated to: Idea Submitted

Thanks @ianhill these details will be extremely helpful/insightful when our Product teams come to review. 

ianhill
Regular Contributor

No problem @roisinkirby,

 

In the interim, we're going to look at using the Hubspot CRM extensions API. Are you able to put me in touch with a developer to discuss this API in more detail?

 

Thanks, Ian

Community Manager
Community Manager

Hey @ianhill sure! 

 

Here you will find details on HubSpot's APIs and integration partners, but you can connect with our community of HubSpot developers on our API Forum

gotmike
Esteemed Contributor

We were able to add this feature using the CRM Extensions API. Anyone who needs a workaround can PM me directly.

beckyschaen
Occasional Contributor

This is something that we are currently looking to do as well. Many of our steps don't happen in order, so it doesn't make sense to include it as part of the pipeline. It would be helpful for a checklist so the reps could check it off as it was completed.

ethanpeyton3
New Member

An example of when this could be used is in a real estate transaction, that before changing steps, these three docs need signed, take pictures of the house, place a sign in the lawn, etc...

 

Automatic "per step" checklists would be an AWESOME function.

michaelkay160
New Contributor

We're in the constuctions industry and can use a checklist in deals during our bidding process so our entire team can see what has been done in preparations for the bid to be sent out.

 

Tried using deal groups and properties which somewhat work but you can not reorder them. They only go alphabetically. If I could just reorder those I think it would work well.

EddieMathews
Occasional Contributor

I agree that a customized checklist would be a welcomed feature. For now, adding field properties for critical step is a stop gap or copy/paste a checklist in a note to document process along the way.