Hello, is there a way to make every deal stage mandatory to pass to the next stage? This would be extremely helpful with conversion rates, as they are impossible to retrieve as long as some deals skip some stages when enetered.
Hi everyone, we've been rolling out the Deal Pipeline Rules feature and by Monday, February 5th, all HubSpot accounts on Sales Hub Professional and Enterprise will have access. Here's the Knowledge Base article with more details.
Our team is working to develop further enhancements to this feature. We look forward to making the next iteration available to you later this year. Cheers!
I'm happy to share that this feature is now available in public beta. Click here to join!
Once you've had a chance to use the feature, please share your thoughts through the in-app survey. I will be reviewing all your feedback, to help prioritize future enhancements.
Thank you for sharing your feedback and support for this idea. I'm happy to share that we're working on a solution for this.
We're looking to run a small early access group in the coming weeks. Space is limited, so please join our waitlist via thisform if you're interested in getting early access. Note: Only available to super admin users and for customers on a Professional or Enterprise plan.
I look forward to sharing more updates in the coming weeks!
Without this functionality, the deal funnel fails. You cannot get an accurate understanding of Deal Conversion by stage as deals can jump from 2 to 4, by passing 3. This is in Salesforce and Marketo - I've used those both. its not a hard change but would make your deal funnel reporting useful, right now, its not.
Seems that have added this. I was creating a funnel report yesterday and it gave me two options: - calculate deals that passed through any of the stages
- or only Deal that went through all of the stages
KLeschyshyn - that is the report. We are talking about making each stage required at the deal object. Otherwise, it's impossible to find time in stage metrics.
Thats a feature that definitely would be helpfull, otherwise the conversion rate analysis by step (where we can actually improve) is always depending on the sales team alignment in "passing thruoght" all the phases, which in reality is unfortunatelly not reliable for many reasons.
I agree. I just wrote in about this as I was attempting to implement this as well. This would help tremendously with reporting. Sales reps compliance is never going to be 100% so this is one way to help combat that.
Thank you for sharing your feedback and support for this idea. I'm happy to share that we're working on a solution for this.
We're looking to run a small early access group in the coming weeks. Space is limited, so please join our waitlist via thisform if you're interested in getting early access. Note: Only available to super admin users and for customers on a Professional or Enterprise plan.
I look forward to sharing more updates in the coming weeks!
I'm happy to share that this feature is now available in public beta. Click here to join!
Once you've had a chance to use the feature, please share your thoughts through the in-app survey. I will be reviewing all your feedback, to help prioritize future enhancements.
