HubSpot Ideas

ianhill

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.

Atualizações da HubSpot
May 05, 2017 03:08 AM

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

Status atualizado para: New
May 04, 2017 03:37 AM

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

Status atualizado para: Needs Detail
May 04, 2017 02:28 AM

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,

 

 

41 Comentários
danamar
Membro

Hi,

 

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

 

Thanks !

 

 

Shakermaker
Participante

I would also love to see this function.

jdanielson
Participante

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. 

JKaminsky
Membro

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.

Akashdeep
Participante

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

vanessahunt
Top colaborador(a) | Parceiro Platinum

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: 

 

https://help.salesforce.com/s/articleView?id=sf.path_create.htm&type=5

 

 

Mykle
Participante

Upvote. Should also be able to make checklists for tickets in Service Hub.

GEiselt
Colaborador(a)

+1, but no HubSpot product team update since 2017!

ABokeria
Participante

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.

christinephu
Colaborador(a)

+1 @roisinkirby These two companies are great examples of how this could work:

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.

GrumpyHippo
Membro

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.

dregan6922
Membro

Really difficult to manage a complex enterprise-level sales pipeline without a checklist option for each stage.

LoftyAmbitions
Membro

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.

dregan6922
Membro

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).  

christinephu
Colaborador(a)

@dregan6922 could you elaborate more on how you set this up? what do you mean the groups function?

dregan6922
Membro

Sure thing....

 

Step 1

 

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. 

 

Building a Checklist in HubSpot - Step 1.jpg

 

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. 

 

Building a Checklist in HubSpot - Step 2.jpg

 

Step 3

 

Click on 'Groups.'

 

Building a Checklist in HubSpot - Step 3.jpg

 

Step 4

 

Click on 'Create Group'.

 

Building a Checklist in HubSpot - Step 4.jpg

 

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'. 

 

Building a Checklist in HubSpot - Step 7.jpg

 

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. 

 

Building a Checklist in HubSpot - Step 8.jpg

 

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. 

 

Building a Checklist in HubSpot - Step 9.jpg

 

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.

 

Building a Checklist in HubSpot - Step 10.jpg

 

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. 

 

Building a Checklist in HubSpot - Step 11.jpg

 

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. 

 

Building a Checklist in HubSpot - Step 12.jpg

 

Step 13

 

Use the drop down menu to find your group which in this example is 'X Company Checklist Sales Step 1'. Click 'SAVE'. 

 

Building a Checklist in HubSpot - Step 13.jpg

 

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. 

christinephu
Colaborador(a)

@dregan6922 thanks for this generous breakdown including the screenshots

BKoehoorn
Membro

Would be a great feature, in addition: this should be for custom objects & tickets as well! 

JemmaJorel
Membro

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.

Marie_
Colaborador(a)

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.