Mini-HUG: Tracking Deals with Custom Statuses

Oct 21, 5:00 – 5:30 PM (UTC)

Western Canada

Do you struggle to get a handle on how Deals are moving through your pipeline? Are you interested in getting a better vi...

AutomationHUGProfessionalSalesSales Hub

About this event

Do you struggle to get a handle on how Deals are moving through your pipeline? Are you interested in getting a better view into which Deals are lagging? Then join us for another Mini-HUG focused on helping you build a colored tagging system, which will help you:

  • Make it quick and easy to report on whether records need more attention to move them along to keep your team accountable.

  • Clearly display to your team whether records are moving through stages at the expected pace.

  • Replace email notifications that fill up inboxes and get ignored with a clear indicator in HubSpot, pushing your users into the system more.

We'll spend 15 minutes showing you how to build the solution, then 15 minutes answering your automation questions.

Speaker

  • Lisa Latour

    Hubcap Solutions

    HubSpot Consultant

Host

  • Cody Pierson

    Hubcap Solutions

    Owner

Organizer

  • Cody Pierson

    Hubcap Solutions

    HUG Leader