Lists, Lead Scoring & Workflows

Jennyhardman
Member

Workflow deal stage change

SOLVE

I would like to simplify the workflow stages as we have a pretty basic business with only 4 options needed. With some really untecky people in the business I would like to make it as simple as possible. 

 

Is there a way to remove some of the options?? 

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Workflow deal stage change

SOLVE

Hi @Jennyhardman

 

You can customise the deal stages to meet your precise needs. 

 

The best way is to go into 'Sale' and then select Settings > Deals and then scroll down to 'Deal Pipelines and Stages'. Then click the edit button next to the pipeline you are using - you probably only have one but you can create others if you wish. 

 

In the window that opens, you can rename, remove or add deal stages, and adjust the probabilities that go with each one. 

 

More info here: How to set up Deal Stages in HubSpot CRM

 

Hope that helps.

Phil Vallender | HubSpot Website Agency

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Workflow deal stage change

SOLVE

Hi @Jennyhardman

 

You can customise the deal stages to meet your precise needs. 

 

The best way is to go into 'Sale' and then select Settings > Deals and then scroll down to 'Deal Pipelines and Stages'. Then click the edit button next to the pipeline you are using - you probably only have one but you can create others if you wish. 

 

In the window that opens, you can rename, remove or add deal stages, and adjust the probabilities that go with each one. 

 

More info here: How to set up Deal Stages in HubSpot CRM

 

Hope that helps.

Phil Vallender | HubSpot Website Agency
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