How to Streamline Deal Tracking in HubSpot with Custom Properties

Primary Question

How can you effectively track deal progress in HubSpot using custom properties?

Direct Answer

This tutorial demonstrates how to use custom properties in HubSpot to track deal progress efficiently. By creating a visual tracker, you can quickly identify the status of each deal, improving operational visibility and management.

Introduction

Efficiently tracking deal progress is crucial for business operations. This workflow allows you to use custom properties in HubSpot to easily see the status of deals at a glance. You'll learn how to set up and manage a streamlined view of your deals.

Problem This Workflow Solves

Businesses often struggle with scattered information and unclear deal statuses. This workflow centralizes status tracking, making it easy to manage and view deal progress in one place.

Tools Required

• HubSpot

Workflow Summary

Create custom properties in HubSpot to track deal progress. Set up a table view that displays these properties, allowing you to see deal statuses with checkboxes and emojis for quick reference.

Step-by-Step Guide

1. Create Custom Properties: In HubSpot settings, navigate to properties and create a group named "H1B case tracking." Use a dropdown select field type with checkbox or Red X emojis.
2. Set Up Tracking View: Go to your deals object and switch to table view. Adjust settings for compact layout and zebra striping.
3. Clone and Save View: Clone the all deals page, rename it, and frequently save your progress.
4. Edit Columns: Use the edit columns property to select the custom properties you created and arrange them as needed.
5. Freeze Columns: Freeze important columns like deal name and stage for easy reference as you scroll.
6. Update Deal Records: Toggle checkboxes directly from the view to update deal progress.
7. Create Property Cards: In settings, add property cards to the overview tab for quick access to deal statuses within records.

Common Use Cases

• Client onboarding tracking
• Implementation progress monitoring
• Document collection management
• Service delivery milestones
• Post-sale handoff tracking

Why This Improves Operations

Using custom properties in HubSpot saves time by reducing manual tracking. It enhances client experience by ensuring timely updates and improves internal processes through centralized visibility.

Quick Recap

• Create custom properties for deal tracking.
• Set up a table view in HubSpot.
• Use checkboxes to update deal progress.
• Utilize property cards for quick access.
• Track and manage deal milestones efficiently.

Bye for now.