HubSpot Ideas

MSzymanska

Prevent skipping stages in deals

There should be an option to check that sales cant skip stages in deals. This is a big issue for smaller businesses.

2 Replies
OfferZenBrett
Participant

100% - skipping stages in the deal pipeline means we can't accurately report on our sales funnel. 

Despite telling our AE's to not skip stages, they still do. They're only human after all. 

There should be a setting that prevents people from skipping stages. 

The image on the left shows an AE that hasn't been skipping stages vs an AE that has been. 

Deal stage Conversion rates compared when skipping stages vs not skipping stagesDeal stage Conversion rates compared when skipping stages vs not skipping stages

SDatta6
Member

Most needed. As a samll business , we need to move deals to intermediate stages. We cant have this skipped.