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chucktaco
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RealtyButler on February 08, 2017
How can I change deal stages with the Workflows tool?
I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow? For example - first email gets sent (cl read more
Reply Discussion Workflows
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chucktaco
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January 09, 2018
We too would like to move deals through the deal flow using a workflow. Given this is just changing a database field, and Hubspot is great at doing ...read more
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