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DELIVERY MODULE Within 1 week

Deal Stage History Tracker

Add deal properties that record each deal's first stage, the stage it last moved from, and the stage it closed from, filled in automatically by one workflow.

Delivery module

AU$240

Within 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client can see on every deal the stage it started in, the stage it last moved from, and the stage it closed from.
The values fill in automatically on every stage change from go-live.
Client can filter and report on deals by these stages, for example win rates by the stage before close.

Not included

Backfilling stage history for deals that moved before go-live
More than one pipeline
Reports, dashboards or lists using the new properties
Sales coaching or stage redesign
Updating the properties when pipeline stages are added or renamed later

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before Stage History Properties
A Professional or Enterprise HubSpot subscription with deal workflows, needed before Stage History Workflow
Which pipeline to track, needed before Stage History Properties

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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