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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 (zwinkernd)

HubSpot updates
Renewable/Recurring DealsHubSpot Produkt-Team
changed to: Being Reviewed
vor einer Woche

107 Kommentare
Trendsetter

@charliepinker are you using workflows?

Sachkundiger

@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.

Trendsetter

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

Sachkundiger

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

Trendsetter

@charliepinker AHHH. probably not.  Thanks.

Berater

This would reduce friction with the sales team.

HubSpot Produkt-Team
HubSpot Produkt-Team
Status aktualisiert zu: Being Reviewed