Setting up your pipeline and deals in HubSpot
Marketing and Sales Ops for HubSpot businesses 👉 https://www.fissionagency.com
This video explains how to set up your pipeline, deal stages, properties and deal records inside HubSpot.
HubSpot affiliate link: https://hubspot.sjv.io/doM7Dy
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Time Stamps:
0:00 Intro
0:40 Why track deals in the first place
1:28 Consequences of NOT building a CRM
3:56 How to structure your pipeline
4:34 How I structure my pipeline for my agency
9:06 Reasons why you lose deals
9:54 Updating deal stage properties & Deal Probability
13:14 Other ideas for your pipeline
15:02 How to create a deal record (and working directly out of HubSpot)
19:13 Editing what shows up when you create a deal
19:54 Editing what shows up in the actual deal record
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Watch video Setting up your pipeline and deals in HubSpot online without registration, duration hours minute second in high quality. This video was added by user Connor Skelly 27 September 2022, don't forget to share it with your friends and acquaintances, it has been viewed on our site 10 once and liked it people.