Howdy, After a deal is moved to the "Closed Won" or "Closed Lost" Deal Stage, what is the best way to remove it from the Deal Pipeline? Our team has a ton of Deals in both the "Closed Won" and "Closed Lost" stage. Some of these Deals are a year old and completely irrelevant to the pipeline today. Any advice would be greatly appreciate. (the Hubspot community does not provide a useful solution.)
@@StewartGauld thanks, can you point me to a video that shows how that happens? I have a contact that I marked as lead status then open deal but they don't show in the pipeline.
Do you know of a way to differentiate between a 1 time payment and a monthly reoccurring? I haven’t been able to figure that part out and would love to know what my MRR is compared to the bill ARR
@@StewartGauld we have two pay models. One that is a flat fee (let’s call it a $1,000 one time payment) then we also have a monthly reoccurring charge people can pay ( so let’s say $100 per month). I would love to know easily how much monthly reoccurring we have and not just the total revenue. Is that better?
No accent please don’t pull me in with fake thumbnail… I am my marketing HUBSPOT/ salesWabbit! Not my jam… much vagaries into the realm of information harvesting and small thyme rippin peeps offf… stay raw stay savage stay in the feild
Very helpful tutorial, thank you! I am getting my pipeline in order and ready for 2023!!!
Glad it was helpful!
So detailed video, thank you so much!
Glad you enjoyed it!
Thank you for explaining in detail. Much appriciated.
Glad it was helpful!
Hubspots marketing strategy is fascinating too, huge on content. Thanks for a great tutorial Stewart!
Agreed. Thanks mate!
Helpful description. Thanks Stewart!
Welcome 🤗
Thank you brother & don't bother with the haters, cause hates comes with success!!.
If you ain't have haters you aren't making it!!
I appreciate it 🤗
Much useful. Thank you
Welcome!
Howdy,
After a deal is moved to the "Closed Won" or "Closed Lost" Deal Stage, what is the best way to remove it from the Deal Pipeline? Our team has a ton of Deals in both the "Closed Won" and "Closed Lost" stage. Some of these Deals are a year old and completely irrelevant to the pipeline today. Any advice would be greatly appreciate. (the Hubspot community does not provide a useful solution.)
Hey!
Good question! I think you can just archive the deal?
Hi Stewart,Your video is very good for the beginners .Is there any video for Hub spot Sales starter.
Hey mate,
We have a tutorial for the sales starter coming down the pipeline.
Thanks for this. I am wondering if I should be using leads/contacts as deals? I work with individuals but want to move them through the pipeline.
Hey Louise,
Your contacts would be come leads and deals. Then you move that contact (lead) through your pipeline.
@@StewartGauld thanks, can you point me to a video that shows how that happens? I have a contact that I marked as lead status then open deal but they don't show in the pipeline.
@@StewartGauld Is there a way to make all contacts go down the pipeline for sales to individuals? Or should I re-enter them all as deals?
Can we have more than one sales pipeline on hubspot platform.
Yes you can. However, not with the free plan.
is this "sales pipeline" only perculiar to hubspot sales hub? what about marketing hub?
You can access for free inside the free CRM plan.
Does Hubspot integration from your website?? Can you link you contact page on your website to the CRM??
Yes you sure can!
Do you know of a way to differentiate between a 1 time payment and a monthly reoccurring? I haven’t been able to figure that part out and would love to know what my MRR is compared to the bill ARR
Hey Michael,
I'm not quite sure what you mean mate. Please explain again.
@@StewartGauld we have two pay models. One that is a flat fee (let’s call it a $1,000 one time payment) then we also have a monthly reoccurring charge people can pay ( so let’s say $100 per month). I would love to know easily how much monthly reoccurring we have and not just the total revenue.
Is that better?
how do you add attachments or the deal? spreadsheet for pricing?
Attachments to the deals? You can simply click on the deal and upload files.
@@StewartGauld - wonderful. thankyou very much.
Playback speed 1.25 works best for me!
Thanks!
No accent please don’t pull me in with fake thumbnail… I am my marketing HUBSPOT/ salesWabbit! Not my jam… much vagaries into the realm of information harvesting and small thyme rippin peeps offf… stay raw stay savage stay in the feild
Hey!
Huh? Thanks anyway!
Thank you, very useful!
Welcome 🤗