Renewable/Recurring Deals

Some deals are closed once, but are renewed every week, month or year without having to close them again. Therefore, it would be great to have renewable deals that are automatically shown in the dashboard as recurring revenue. 

 

This means we don't have to create a new deal each time and move it to the closed stage in order to show the closed amount in the performance dashboard Smiley Wink

HubSpot updates
106 Replies
gelflex-cc
Resident Expert

@charliepinker are you using workflows?

charliepinker
Regular Contributor

@gelflex-cc Not for the summing of deal MRRs that I just mentioned (that just uses calculated fields), but yes I use workflows for other things like creating tasks and updating fields when forms are filled in or when deals are closed etc.

gelflex-cc
Resident Expert

@charliepinker Can you explain the calculation again? I missed it.  Thanks.  I use the free version so no workflows. 

charliepinker
Regular Contributor

I don't know if you have calculated fields on the free version? Do you see it as an option when you create a property?

Screenshot 2020-01-23 at 14.49.28.png

gelflex-cc
Resident Expert

@charliepinker AHHH. probably not.  Thanks.

kmomo
New Contributor

This would reduce friction with the sales team.