How deals move through the pipeline | Scribe

    How deals move through the pipeline

    • HubSpot Admin |
    • 9 steps |
    • 38 seconds
    • HubSpotHubSpot

    Move a deal from the deals index page

    1
    Click "Deals"
    2
    Drag and drop the deal you want to move into the next stage
    3
    Fill out dependant properties. Some of them may be required (\*)
    alert ordinal icon
    Alert! Deals should always move in one direction: From left to right. They should never move backwards to data integrity. Deals should also never skip a stage. So if you need to move a deal to a stage that 2 or 3 steps forward, move the deal through the other stages on the way to the correct stage.

    Move a deal from a deal record page

    4
    Click "Deals"
    5
    Click "SOP Guy - New Best Deal" (Choose your Deal)
    6
    Go to your left-top corner and Click on Stage: "Appointment scheduled"
    7
    Move it to the new Stage: "Awaiting material"
    alert ordinal icon
    Alert! Deals should always move in one direction: From left to right. They should never move backwards to data integrity. Deals should also never skip a stage. So if you need to move a deal to a stage that 2 or 3 steps forward, move the deal through the other stages on the way to the correct stage.
    8
    Some stages may require conditional properties. Add a value to them and click Save.
    9
    Done