Jul 19, 2022 10:33 AM
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?
Jul 20, 2022 5:54 AM
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