Automate deal stage change according to deal date

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How do you automoate the close date to change automatically when you change a deal stage to deal won ?

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Q: How do you automoate the close date to change automatically when you change a deal stage to deal won ??

 

Short A: By using Required Fields.

(see image)

hubspot-deals-deal-stage-required-properties.png

 

Longer A:

 

By requiring the close date to be entered at Closed Won, the HubSpot User closing the deal is forced to enter a date. There is no built-in HubSpot automation to force a relative close date -- e.g., 'today'.

 

Always happy to help. Reach out anytime if we can be of assistance with HubSpot.

 

Best,
Frank

 


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www.MFrankJohnson.com

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Occasional Contributor

So dumb that this isn't built in yet. Especially for Close Lost deals. 
Requiring a doesn't do anything if there is already a wrong expected close date. 

To help with open deals, I've created a dashboard that shows me deals that have close dates in the past that aren't closed as well as a workflow that creates a task for the rep to update the close date if its in the past. 

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