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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