Deal pipeline management for facilities

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hey friends it's kyle welcome to hubspot's product youtube channel in a previous video we looked at the most basic form of deal customization let's take it a little more advanced and look at sort of an intermediate approach going back over to this page where we set up our deal stages there's also this stage properties column and here you can do a really powerful thing which is you can choose certain deal properties to pop up when a deal gets dragged into this particular stage so let's say you have this demo completed stage and when a sales rep drags a deal into the stage there are a few particular properties you want them to fill in maybe you want to know the date of the demo maybe you want to know that they scheduled a second meeting and you want to know the date of that too maybe you also have a property for top initiatives and you want to capture that information too so you can have these pop up so that anytime a deal is dragged into this stage these are going to collect that information you can also actually make them required so that your sales reps cannot move a deal into the stage unless that information is provided so you can go ahead and save them and now they appear here now you want to make this as easy as possible on your sales reps so there's another sales hub tool that can help with that called playbooks you can create playbooks that give interactive scripts to your reps so as they're on a call or running a demo they know what they need to say and what information they need to collect and you can have the information they enter into the playbook automatically populate these properties let's take a look so if we come over to a playbook here we have a demo outline built in the playbooks tool this one is when did this demo happen we're going to update a deal property date of demo what are the top initiatives at the company right now we're going to update the deal property top initiatives when can we meet again you remind your reps to ask that you collect the date right here that's going to feed into that date of second meeting so when the pop-up comes in the deal pipeline your reps don't have to remember anything they don't have to enter anything in it's all taken care of as long as they use the playbook so that's sort of an intermediate form of deal customization inside of hubspot using playbooks and other tools leave your comments below with your thoughts and any questions you might have [Music] you