Sales Hub Tools


Move sent/closed quote to a specific stage in deals pipline

We have added some extra stages in deals after closed won, all of them with 100% probability since it's connected to the integration part of our solution. 

I've now created a quote template so that our sales reps can use hubspot instead of an external agreement tool to generate agreements.

When a quote/agreement is signed it's moved to "ongoing integration" while instead, I want it moved to "closed won" - where do I change which stage the deal enters? 

1 Reply 1
Community Manager
Community Manager

Move sent/closed quote to a specific stage in deals pipline

Hi @BP20 


Thank you for reaching out.


I'm wondering if its coming from a specific workflow - I would recommend connecting with HubSpot Technical Support, as Support is included in your subscription and they will be able to provide real-time assistance for this matter, where you are able to share screenshots and specific examples about this

Thank you!



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