Feb 20, 2022 8:47 PM
Hi All,
I need to know the date a deal entered a specific pipeline. Is this something that I can achieve in Hubspot?
Solved! Go to Solution.
Feb 21, 2022 12:01 AM
Hi @MMetros5,
There are some properties available for this out of the box, but only available in reports. (When I just checked, these were only available in single object deal reports, not in the custom report builder. Also, their use is limited.)
For more flexibility, you could create a custom date property and update it via workflow, see below:
A workflow like this would have to be set up for each deal stage that you're interested in.
Let me know if you have any follow-up questions!
Karsten Köhler |
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Feb 21, 2022 12:01 AM
Hi @MMetros5,
There are some properties available for this out of the box, but only available in reports. (When I just checked, these were only available in single object deal reports, not in the custom report builder. Also, their use is limited.)
For more flexibility, you could create a custom date property and update it via workflow, see below:
A workflow like this would have to be set up for each deal stage that you're interested in.
Let me know if you have any follow-up questions!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |