Hi Thalita, good job in presenting clearly the concepts around creating deal records in Hubspot. I will recommend your channel to my team to reinforce their Hubspot training.
I want to congratulate you for the excellent video explanation. Although my English is rusty I could understand well, so congratulations for your dialectic. Clearly I can't fail to say that the quality of the video helps a lot in following the steps. Compliments. Robert
How is it that you create a phase called “Appointment Scheduled” in a “Deal Pipeline”? As I understand it, this would be even further away from a deal, or only “deal phases” can be created in the view at 1:39. Won't the first phase, which isn't actually a deal yet, have a negative impact on the entire pipeline because it's actually just a lead or MQL?
In a deal pipeline, we create deal stages, which represent the different stages of your sales funnel specifically for active deals. "Lead" or "MQL" refers to the lifecycle stage, which is actually a contact property that indicates where a contact is in their journey, not necessarily where they are in the sales process. So, having an "Appointment Scheduled" stage in the deal pipeline doesn't negatively impact the pipeline-it just helps track progress once a lead is qualified enough to enter the sales funnel as a deal. Hope that clarifies things! 😊
@@thalita_milan But under deals there are no “MQL” because there is no deal for it yet, if you create a deal for it of course it would appear there but it would dilute the real number of deals? -The deal amount cannot yet be clear with “ appointment booked” either.
When exporting the deals data from hubspot how can the changes in the deal stage be tracked? Outside of the activity tab. For example I want to see how a deal went from deal created to another stage when I export the data from hubspot
That would be through a list import, same thing as we do with contacts (see more here knowledge.hubspot.com/crm-setup/set-up-your-import-file) scroll down to where it says: deals spreadsheet
Thank please with regards to Saara as a contact I noticed here name and username are displaying her email address. Please can you let me know how I can stop with from happening with my sales staff.
if you import/add a contact without name, typically this will happen by default. You can manually change the name field, but to avoid headaches, make sure First Name is always a default field in your imports, forms, and when manually creating contacts
Hi Thalita, good job in presenting clearly the concepts around creating deal records in Hubspot. I will recommend your channel to my team to reinforce their Hubspot training.
Thank you for your kind words and recommending my channel!
I want to congratulate you for the excellent video explanation. Although my English is rusty I could understand well, so congratulations for your dialectic. Clearly I can't fail to say that the quality of the video helps a lot in following the steps. Compliments. Robert
Thank you very much!
Great video! Deal stages are so valuable!!
Thanks, team!
Love this video Thalita. Thank you.
How is it that you create a phase called “Appointment Scheduled” in a “Deal Pipeline”? As I understand it, this would be even further away from a deal, or only “deal phases” can be created in the view at 1:39.
Won't the first phase, which isn't actually a deal yet, have a negative impact on the entire pipeline because it's actually just a lead or MQL?
In a deal pipeline, we create deal stages, which represent the different stages of your sales funnel specifically for active deals. "Lead" or "MQL" refers to the lifecycle stage, which is actually a contact property that indicates where a contact is in their journey, not necessarily where they are in the sales process. So, having an "Appointment Scheduled" stage in the deal pipeline doesn't negatively impact the pipeline-it just helps track progress once a lead is qualified enough to enter the sales funnel as a deal. Hope that clarifies things! 😊
@@thalita_milan But under deals there are no “MQL” because there is no deal for it yet, if you create a deal for it of course it would appear there but it would dilute the real number of deals? -The deal amount cannot yet be clear with “ appointment booked” either.
Deal properties starts at 10:22
When exporting the deals data from hubspot how can the changes in the deal stage be tracked? Outside of the activity tab.
For example I want to see how a deal went from deal created to another stage when I export the data from hubspot
There are a series of properties called "date moved to..." which will tell you the exact date a deal entered a specific stage
Mrr field in hubspot. Can't click it
Which field?
How do I bulk add deals into my sales pipeline? I'm on free plan.
That would be through a list import, same thing as we do with contacts (see more here knowledge.hubspot.com/crm-setup/set-up-your-import-file) scroll down to where it says: deals spreadsheet
I NEED HELP WITH THIS SYSTEM, DOD YOU KNOW SOMEONE WHO CAN GIVE ME THIS SERVICE?
Hey, if you need help with HubSpot, check out my courses www.thalitamilan.com/my-courses
✨👏🏼👏🏼👏🏼👏🏼👏🏼👏🏼👏🏼
Thank please with regards to Saara as a contact I noticed here name and username are displaying her email address.
Please can you let me know how I can stop with from happening with my sales staff.
if you import/add a contact without name, typically this will happen by default. You can manually change the name field, but to avoid headaches, make sure First Name is always a default field in your imports, forms, and when manually creating contacts