How to Use Approval in Deals
Tired of deals slipping through the cracks without proper review? Implementing an approval process in HubSpot can help you maintain control and ensure quality.
Watch this video to learn how!
1. Log into your HubSpot account.
2. Go to Settings in the top navigation bar.
3. In the left sidebar menu, navigate to Objects and then Deals.
4. Click on the Pipelines tab.
5. Select the pipeline to which you want to add “approvals” from the "Select a pipeline" dropdown menu.
6. Click on the Pipeline Rules tab at the bottom.
7. Toggle the switch on for "Add approval process for deals."
8. Move the “Pending Approval” stage in the pipeline where you want the approval stage to occur.
9. Click Next at the bottom right, then add the users who can approve and a note.
10. Click on Next again, review the approval process, and click on Save.
Closing
With these simple steps, you can now require approvals for deals in HubSpot, ensuring that every deal is thoroughly reviewed and meets your standards before moving forward.
#HubSpot #DealApprovals #SalesPipeline #WorkflowManagement #HubSpotTutorial #webdew #SalesProcess #QualityControl
-----------------------------------------------------------------------------------------------------------------------
Get FREE HubSpot Demo: https://bit.ly/3VEuefE 🚀
Sign up for HubSpot's Free CRM: https://bit.ly/3VJkLn6 📈
Outsource your HubSpot needs: https://bit.ly/4axdafI 💼
Subscribe to our weekly newsletter: https://bit.ly/3PERwhi 📬
Let's elevate your HubSpot journey together! 😊💡🌟🚀📈
Watch video How to Use Approval in Deals online without registration, duration hours minute second in high quality. This video was added by user HubSpot Tutorials by webdew 07 August 2024, don't forget to share it with your friends and acquaintances, it has been viewed on our site 9 once and liked it people.