Tips, Tricks & Best Practices

MMetros5
Contributor

Date Deal Entered Pipeline

SOLVE

Hi All,

 

I need to know the date a deal entered a specific pipeline. Is this something that I can achieve in Hubspot?

 

 

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

Date Deal Entered Pipeline

SOLVE

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.)

 

karstenkoehler_0-1645419450525.png

 

For more flexibility, you could create a custom date property and update it via workflow, see below:

 

karstenkoehler_1-1645419642037.png

 

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
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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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Date Deal Entered Pipeline

SOLVE

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.)

 

karstenkoehler_0-1645419450525.png

 

For more flexibility, you could create a custom date property and update it via workflow, see below:

 

karstenkoehler_1-1645419642037.png

 

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
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.