Deal Criteria Checklist

[ianhill]

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.

[ianhill]

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. 

[ianhill]

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

[ianhill]

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,
Ró

[TuMa]

Upvoting for snippets for checklists in any property, including in deals, service tickets and custom objects. 

Checklists should be really simple - a list that can be checked and/or completed with data, doesn't necessarily needs to be tied to properties in our view. It's a task at a stage and doesn't need to clutter the CRM with properties.