Deal stages: What are the deal stages you need us to set up (we recommend from 5 to 7)?
Actions: What actions should happen at each deal stage?
Workflows/Automations: Should these deal stages trigger any workflows or notifications?
Sequences: What sequences should we create?
Tasks: What tasks should be created on each deal stage? Who should we assign these tasks to?
Notifications: Do you need us to set up internal notifications? If yes, who should receive this?
Products: Do you need us to create products? If yes, please provide the information for each.
Deals: Should we add deals? If yes, please indicate the information for each and to which contacts/companies these deals belong.
Sales Hub - Deal Pipeline(s) Setup, Workflows and Sequences Print
Modified on: Thu, Mar 31, 2022 at 3:24 AM
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