Sales Hub Tools

COberg
Participant

Playbooks & Deal stages

SOLVE

I would like to make it so that moving a deal stage is not possible until a playbook has been completely filled out. 

 

How is that done please? I was looking for it in workflows but didn't see anywhere I could get the playbook involved. 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Playbooks & Deal stages

SOLVE

Hi @COberg,

 

@KyleJepson explained this recently in a LinkedIn video, see here. (You wouldn't reference the playbook itself in this approach but key properties used within the playbook.)

 

Let me know if you have any follow-up questions!

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Playbooks & Deal stages

SOLVE

Hi @COberg,

 

@KyleJepson explained this recently in a LinkedIn video, see here. (You wouldn't reference the playbook itself in this approach but key properties used within the playbook.)

 

Let me know if you have any follow-up questions!

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

COberg
Participant

Playbooks & Deal stages

SOLVE
Thank you, this is very helpful and i believe the solution.

Now im going to get working.
0 Upvotes