Moving a Deal to Contract Signed
Ed Frame
5 steps
21 seconds
HubSpot
Loom
Stripe
1
Click and drag the Deal to "Contract Signed"
2
Complete/update all fields when prompted
Tip! The Onboarding date is the date the Community Team will physically onboard the client, so accuracy is integral!
3
Click "Apply"
4
This will automatically create a Ticket for the Onboarding team to action
5
As well as a renewal deal in the Co-Working - Renewal Pipeline
Moving a Deal to Contract Signed
Ed Frame
5 steps
21 seconds
HubSpot
Loom
Stripe
1
Click and drag the Deal to "Contract Signed"
2
Complete/update all fields when prompted
Tip! The Onboarding date is the date the Community Team will physically onboard the client, so accuracy is integral!
3
Click "Apply"
4
This will automatically create a Ticket for the Onboarding team to action
5
As well as a renewal deal in the Co-Working - Renewal Pipeline
