HubSpot Ideas

SComeau

Multiple Pipeline Reporting

We curently use 2 pipelines, Pre-Qualification and Sales. Sales Development uses the Pre-Qualification pipeline to track pre sales. Once the Deal is handed off to Sales, we switch to the Sales Pipeline. It would be ideal if we could get a report on when the Deal switched pipelines so we can properly document all Stages (Pre and Sales) and how long it takes from creation to close. I tried using a workflow to date stamp but I can't seem to make it work. 

0 Upvotes