Create and Use HubSpot Pipeline Rules

Do you want to know how to set rules that your sales team has to follow when managing deals in HubSpot?

You can use HubSpot deal pipeline rules to do it. We’ll show you how!

In this HubSpot Hack we’ll cover:
- The types of pipeline rules you can create in HubSpot
- How to create pipeline rules in HubSpot
- Setting mandatory properties with HubSpot deal pipeline

00:00 Introduction
00:21 HubSpot Deal Board without Pipeline Rules
01:01 Setting Rules on Deal Stages in HubSpot
02:17 Pipeline Rules in HubSpot
03:06 Restrict Deals from Skipping Stages in HubSpot
03:33 Control Deal Editing Access in HubSpot
04:07 HubSpot Deal Board with Pipeline Rules
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly YouTube series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.

Hosted by:
🙍🏼‍♀️Ali Schwanke (https://twitter.com/alischwanke)
🙎🏼‍♂️ Tyler Sprunk (https://twitter.com/getsprunk)

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Видео Create and Use HubSpot Pipeline Rules канала HubSpot Hacks