Aug 3, 2022 11:28 AM
I am looking to setup an automated process on hubspot that prompts the reps to capture details on certain qualifying questions on hubspot.
Would really appreciate if someone could guide me on the best way to achieve the same or point me to a resource.
Solved! Go to Solution.
Aug 4, 2022 12:42 AM - edited Aug 4, 2022 12:42 AM
Hi @GBhawnani , do you mean something like playbooks? You can find a step by step guide via this link.
Otherwise you need to setup required properties per deal stage via settings > objects > deals > pipelines > edit properties.
Aug 4, 2022 12:42 AM - edited Aug 4, 2022 12:42 AM
Hi @GBhawnani , do you mean something like playbooks? You can find a step by step guide via this link.
Otherwise you need to setup required properties per deal stage via settings > objects > deals > pipelines > edit properties.