It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress it through every stage until won/lost. Then every deal will show in the deal stage funnel report and allow us to measure sales performance.
Hi everyone, we've been rolling out the Deal Pipeline Rules feature and by Monday, February 5th, all HubSpot accounts on Sales Hub Professional and Enterprise will have access. Here's the Knowledge Base article with more details.
Our team is working to develop further enhancements to this feature. We look forward to making the next iteration available to you later this year. Cheers!
I'm happy to share that this feature is now available in public beta. Click here to join!
Once you've had a chance to use the feature, please share your thoughts through the in-app survey. I will be reviewing all your feedback, to help prioritize future enhancements.
Thank you for sharing your feedback and support for this idea. I'm happy to share that we're working on a solution for this.
We're looking to run a small early access group in the coming weeks. Space is limited, so please join our waitlist via thisform if you're interested in getting early access. Note: Only available to super admin users and for customers on a Professional or Enterprise plan.
I look forward to sharing more updates in the coming weeks!
My name is Vaishnavi and I'm a Product Designer at HubSpot. Nice to meet you😄.
Thank you for your feedback. We’re in the process of exploring this idea. To help us better understand your pipeline management needs, could you please take thisshort survey ? Thank you!
This is a must have feature! Currently using a different tech stack on top of hubspot just to calculate simple deal stage conversion metrics like this....
@hubspot...what's the status of this? It should not take years to implement a basic solution to FIX a basic flaw in your CRM. Remember....you are a CRM now too. I'd love a reply to this group with some acknowledgment if they care about their users.
Happy to see this is now on the radar @VSureshKumar , please keep us posted! This continues to be a critical requirement for accurately capturing all necessary data and properties in the Sales process. No amount of training or reminding users can prevent them from just creating Deals in advanced stages and skipping all of the required properties in any of the prior Deal stages.
Hi @VSureshKumar , I see this was added to the idea list back 2018 and moved to your team in May of this year. Do you have an update on when this will be available?
Thank you for sharing your feedback and support for this idea. I'm happy to share that we're working on a solution for this.
We're looking to run a small early access group in the coming weeks. Space is limited, so please join our waitlist via thisform if you're interested in getting early access. Note: Only available to super admin users and for customers on a Professional or Enterprise plan.
I look forward to sharing more updates in the coming weeks!
I'm happy to share that this feature is now available in public beta. Click here to join!
Once you've had a chance to use the feature, please share your thoughts through the in-app survey. I will be reviewing all your feedback, to help prioritize future enhancements.
Hi everyone, we've been rolling out the Deal Pipeline Rules feature and by Monday, February 5th, all HubSpot accounts on Sales Hub Professional and Enterprise will have access. Here's the Knowledge Base article with more details.
Our team is working to develop further enhancements to this feature. We look forward to making the next iteration available to you later this year. Cheers!
