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JeannieN
HubSpot Product Team
HubSpot Product Team
Member since ‎Jul 27, 2022
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Jeannie Nguyen

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bencefarkas on March 06, 2020
Restrict moving deals between stages
Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal read more
Reply Idea Deals Sales Reporting
211 upvotes
84 Replies
JeannieN
HubSpot Product Team
November 28, 2023
Hi everyone, thanks for joining our beta! Just a reminder that the pipeline rules do not apply to super admins. If you're enabling a rule and t...read more
VNaumchak on July 29, 2022
Deal stages to be mandatory
Hello, is there a way to make every deal stage mandatory to pass to the next stage? This would be extremely helpful with conversion rates, as they are impossible to retrieve as long as some deals skip some stages when enetered.
Reply Idea Deals
47 upvotes
21 Replies
JeannieN
HubSpot Product Team
November 27, 2023
👋 Hi fellow community members, I'm happy to share that this feature is now available in public beta. Click here to join! Once you've...read more
jrwthetreegroup on November 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more
Reply Idea Deals Sales Reporting
274 upvotes
97 Replies
JeannieN
HubSpot Product Team
November 27, 2023
👋 Hi fellow community members, I'm happy to share that this feature is now available in public beta. Click here to join! Once you've...read more
bencefarkas on March 06, 2020
Restrict moving deals between stages
Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal read more
Reply Idea Deals Sales Reporting
211 upvotes
84 Replies
JeannieN
HubSpot Product Team
November 28, 2023
Hi everyone, thanks for joining our beta! Just a reminder that the pipeline rules do not apply to super admins. If you're enabling a rule and t...read more
warpandweft on January 29, 2020
Restrict Which Stages Deals Can Be Created In
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p read more
Reply Idea Deals
86 upvotes
43 Replies
JeannieN
HubSpot Product Team
November 27, 2023
👋 Hi fellow community members, I'm happy to share that this feature is now available in public beta. Click here to join! To start, w...read more
bencefarkas on March 06, 2020
Restrict moving deals between stages
Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal read more
Reply Idea Deals Sales Reporting
211 upvotes
84 Replies
JeannieN
HubSpot Product Team
November 28, 2023
Hi everyone, thanks for joining our beta! Just a reminder that the pipeline rules do not apply to super admins. If you're enabling a rule and t...read more
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