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.
We use hubspot for real estate investment. Each investment requires a lot of different data. However this data comes form different sources and at differents moments. It means we cannot model it as a pipeline...
Therefore we would need a possibility to have a check list where we can check the box when it is received, and also add comments when we are waiting. Ideally, each deal listed in vertical and in horizontal all the check boxes so we can have a matrix view. One shot we know where we stand and what are the priorities
It would be great if we could have the ability to make conditional deal stage group properties, that way we could create a Checklist as under Deal Group properties and link it to the various stages.
We desperately need a checklist that can live within each deal for our internal sales team where they can leave notes, etc.
Having 20 tasks populate (where it can be a simple checklist) on a deal is overwhelming and not an efficient way to keep track of what needs to be done/has been done.
I seem to have stuck a roadblock while setting up hubspot workflow because this featuer is not there... any idea if salesforce/zendesk provides this feature
I have a similar requirement for a client right now. I'm thinking along the lines of something like Salesforce Path *but* with the added capability of being able to "tick off" or "check" that you've done something or met a specific criterion:
Looking for the same. Not something to prevent someone from moving through the pipeline, but still available to quickly see which steps are missing at all times.
For now we may try creating a copy/paste checklist to put in Notes, PIN to top, and strike out as we go through each one's completion.
But it would be so helpful to have a light version of this within HubSpot. It would be helpful for companies with multiple ways of monetizing that may require something different for each type.
I would like this as well. In our use case a Deal would be used to represent the requirement to set up a new client website whereby we would need to collect descriptive information, branding information (logo, photo), contract info etc. As such it isn't enough to have required properties per a given Deal Stage as not all criteria are simply a case of filling in a property,
Ideally for each criteria, I 'd like to be able to assign a task - not always to the same person as different teams involved - via workflows. Once we have all the information ideally we'd be able to auto-create a JIRA Issue for our Product team.
It occurs to me that the Projects tool might be able to be used in some way by defining a template and creating a new Project linked to the Deal upon Deal creation. In terms of the JIRA element, you can already create JIRA from ticket workflows, if that could be extended to Deals it would be great.
It's disappointing this still isn't available. There are many non-linear sales processes, and checklists would help make sure all steps are completed, regardless of the order.
We sell custom furniture, and a checklist would work better than a pipeline.
Customers don't move through in a specific order, but do have certain steps that must all be completed before they could possibly purchase.
E.g. Some customers choose the sofa style immediately, but then need to decide on the size, material, finishing. Others find their perfect fabric right away, but need the decide which model they're going to put it on. Each task could represent a % so we could see how far along they are, but still be able to easily see what details need finalized.
So after combing through every possible part of HubSpot, we were finally able to figure out how to build the checklist which we have done through the 'groups' function. It is named very poorly for the functionality that is possible in this tab. However, we were able to easily create each step/stage in the sales process and add in checklist items for each stage from a wide choice of values (yes/no, number, etc).
Let's say you've set up a deal. On the left side of your screen are the deal properties. Things like deal amount, close date, deal type, priority, deal source, etc. Whatever is most important for your operation to see. No matter what custom fields you choose to display, there will be a button for 'View All Properties.' Click on that.
Step 2
This brings up the 'Manage Properties for X Customer' and 'All Properties' Screen. Look to the top right for the 'Manage Propoerties' button. Click on that.
Step 3
Click on 'Groups.'
Step 4
Click on 'Create Group'.
Step 5
This will prompt you to name your group. The group name will actually be your checklist name. So whatever your company might have for the first stage of a sale, name it to fit your organization. For us, thay first stage is our 'Interest' stage where the prospect is interested and a meeting has been scheduled.
Step 6
Now your group is created. HubSpot will take you back to the 'Properties' page. Click on 'Groups' again in the middle, Find the 'Group' you just created for your first stage/step of your sales process. Hover over that new 'Group' and it gives you the option to 'View Properties'. Click on that.
Step 7
On the far right, look for the organge button to 'Create Property'.
Step 8
Use the drop down menu under 'Select Group' and find the group you just created for stage/step one of your sales process.
Step 9
Under 'Label' enter in an item from your sales stage checklist. For us, an example would be 'Meeting Scheduled'. Then click the orange 'NEXT' button on the bottom right. Note: You can add in a description if you like, we don't use that field for our company.
Step 10
Now, customize your checklist item. Many options here. For our company, we just need a simple checklist box for almost all of our checklist steps but we also use the 'Number' field for some checklist items that require us to document the number of locations our customer has and so it allows us to fill in that number.
Step 11
Now you have your checklist item and field type (checklist here as an example). On the bottom right click the organe 'CREATE' button.
Step 12
Now go back to your groups. Find your stage/step one of the sales process group you created which for us is 'Interest Stage Checklist'. You should see the checklist item you just created. Click on the box to the left of it and it will bring up the option to 'Add to Group'. Click on that.
Step 13
Use the drop down menu to find your group which in this example is 'X Company Checklist Sales Step 1'. Click 'SAVE'.
Step 14
From here you'll need to go back to your deal and add the checklist property to your view and it should show up.
This would be so useful for my business to be able to use both for required items to switch stages and generally for each deal. It would be helpful to see what is still outstanding from a glance.
upvoting this one. We have set actions that a consultant needs to complete before progressing to the next stage of a pipeline and want to create a simple-to-complete checklist. My only workaround is to create a yes/no type property for each action, which is cumbersome for the users.
