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TimFitspot
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Member since ‎Jul 19, 2017
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waihonger on January 03, 2017
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
305 upvotes
83 Replies
Participant
December 14, 2018
We use deal workflows to put an "auto-renew" deal in the pipleine close to the end of the customer's contract. The fact that the workflow can create ...read more
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TimFitspot on July 19, 2017
When we create a Deal, we often have several Contacts involved in different roles e.g. Influencer, Buyer, Coach, User, etc. like most complex sales are today. We also hand Deal over from SDR's to AE's after a Demo is held and the Hubspot owner chang read more
HubSpot Employee
July 19, 2017
Hi @TimFitspot All great suggestions, but not yet possible in the Hubspot CRM. Can you head over to the ideas forum and share some of these wi...read more
granthensel on April 22, 2017
Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting. read more
110 upvotes
62 Replies
HubSpot Employee
September 02, 2022
hey @GKell , @FernandoVW , @TPiotrowski Most of the comments in this thread seem to have been geared towards offering custom options for deal p...read more
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