🕵️♂️Deal Management
Last updated
Last updated
Deal stages in HubSpot are essentially the milestones a deal goes through from initiation to closure. These stages can be customized to fit your sales process, providing a visual representation of where each deal stands.
This means that when a deal moves from one stage to another, certain properties can be set to update automatically based on predefined conditions. This automation ensures data consistency, improves data quality, and saves time for you... and it makes it so you don't have to think! Weee!
Now let's talk about Tasks in HubSpot. Think of Tasks as your personal assistant in the digital world, nudging you about follow-ups, emails, calls, and meetings. The key to making the most of this feature? Dedicate specific times daily to check in on your Tasks. This isn't just about ticking boxes; it's about staying in the loop and on top of your game. Regular check-ins ensure nothing falls through the cracks and every deal gets the attention it deserves.
HubSpot isn't just about keeping track of what you need to do; it's also about making those tasks as effortless as possible. Enter templates, sequences, snippets, and documents. These tools are the equivalent of giving your productivity a turbo boost.
Templates save you from the dread of typing out the same emails over and over. Customize once, use forever.
Sequences automate your follow-up process, ensuring prospects receive the right message at the right time, without you having to lift a finger.
Snippets are your go-to for quick replies. Have a common response? Turn it into a snippet and save precious minutes.
Documents allow you to share presentations, proposals, and more right within HubSpot, tracking engagement to see what's working.
