Tips, Tricks & Best Practices

RBrown82
Member

weighing deal

I am trying to create a workflow that would weigh deals at the lowest vaklue but a deal would not move forward until the lowest one was increased. This one have my head in wraps. Are there any suggestions? 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

weighing deal

Hi @RBrown82,

 

What exactly do you mean when you say lowest value and increase value? Can you give an example and share more context?

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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RBrown82
Member

weighing deal

So I have developed a pipeline with a list of properties that have drop down menue selections. When a team member selects a dropdown for a property based on deal information, they want a workflow to calculate the lowest selected value. Any deal that has the lowest selected value weighted would not move to next stage of the pipline until the value of the deal increases. 

An exmaple would be:  under the deal stage for dependepent properties they selected "$5 per item" from the drop down menue in "Budget" and selected "less than $5,000" menue option from the drop down in "Dollar volume of project". 

They want the above to weighted to the lowest value but it will not move to the neext stage of the pipeline until the dollar lowest option is replaced for a higher budget or dollar amount. A visions which I am am seeking to automate. 

I am not sure it is possble based on what I see in the community chats. 

But if you have any suggestions please feel free to let me know. 

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