HubSpot Before + After
Deal Pipeline
- 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.