Require Previous Deal Stages Before Moving to New Deals

ArjunReddyF45

Hubspot should have a requirement before it goes to a future stage that it had to have moved through all the previous deal stages! It's hard for our finance team to figure out the average conversion rates between each deal stage if the sales people keep moving around deal stages. 

3 Replies
JayDubas
Member

Great idea and a necessity to coach the sales reps

josephpatrick
Member

Very necessary 

Gregor
Participant

Yes please - I want to "enforce" process adherence as simply and subtle as possible. No problem if a rep can move a deal faster through the pipeline and skip stages (if it makes sense), but I'd still like the deal to move through every single stage so I can track conversion rates waaaay more easily.