Rick (00:32): There's other information that would really be helpful to me to have on these deal cards as I'm moving them from one stage to the next. So, let me take you in here and show you how to do this. You go into your property settings and you go over to Properties, Objects, and get into Deals. And then go to Record Customization here. And for this, we're going to choose Deal Card properties. And for what I like to see, besides the close date, instead of the close date, is the next step.
Rick (01:12): You know, for example, we'll focus in on this one here, next step for Woodward and Sons and they've already received the presentation. The decision maker is bought in, but they had some questions. And my next step is I got to get the ops team to answer their questions. So I find it really helpful to have that on the card. So as I'm looking at my deals, like, okay, so what is holding this up? What is the next step that has to be taken to bring it into the next stage of my sales process? Okay. Hope that- Okay. I hope that this was a helpful tip. Thanks for watching. Have a great day.
Take advantage of our free Hubspot CRM Configuration to start modernizing your sales process. This is a limited-time offer where we will design a sales pipeline specifically for your business. Start generating more revenue and improve your close rates by building your first high-performing sales pipeline on HubSpot at no cost. Simply schedule a discovery session with our team of HubSpot experts.
