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HubSpot Before + After

Deal Pipeline

[HubSpot Outfit] HubSpot Onboarding Blueprint - Payroll + HCM - Google Sheets Deals (1)
  • Map out your deal stages and win probabilities (which impact how deal forecasts are calculated)
  • Plan and create the properties that will be collected on deal records and how they will sync with associated contacts, companies and/or tickets
  • Determine which deal properties will be required to populate in order to move a deal into a specific stage
  • Automate actions that trigger when deals are moved into new stages, like notifying team members, creating ticket records, etc.
Deals (2)