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Izolda
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Member since ‎Apr 27, 2017
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VagaeNatus on April 24, 2017
Pipeline specific Default Deal Properties
Hello Team, Our use case: We have various pipelines, for various sales cycles and sometimes various types of contacts or companies. The Deal's information we need to access depend on the pipeline the deal is in. Since the "default deal pr read more
Reply Idea Deals
284 upvotes
96 Replies
extraderrr
Member
September 14, 2021
Really need this. Not sure when this can be done, but this is a pretty big flaw.
bellawu on April 06, 2017
We should be able to set the CRM Deal Stage property in workflows
We should be able to set the CRM Deal Stage property in workflows, so we can send Inline EDM follow ups on mass to sales prospects in the deal funnel. This will then automatically jump the prospect to a new deal stage in the CRM. I get that there read more
Reply Idea Workflows
41 upvotes
15 Replies
bellawu
HubSpot Product Team
September 11, 2018
You can set deal stage, and any other deal property, in the new deal-based workflows, which have just been released to all Sales Pro and Sales Enterp...read more
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