2025年2月26日 · Deal Status: groups your deals into Won, Lost, or Open (includes all other stages) and can be used when building a custom single object report to show you a count of deals in each stage type. Closed amount: the Amount value for deals marked as Closed Won in the deal's currency, if your HubSpot account uses more than one currency .This can be ...

2021年10月22日 · Lifecylce stages, lead status & deal stages can be pretty confusing, especially if you're learning about HubSpot for the first time. That's why I'll start with a few definitions first: Lifecycle Stage: Describes a contact's relationship with your company. Lead Status: Describes sales activities during the qualification process

2021年2月26日 · Open: One step beyond new; potentially a rep has "claimed" this lead, but not yet started the activity. They could be doing research on the prospect or have a scheduled activity in the future. Open Deal: This would be a prospect in which a deal has been created and actively worked. It hasn't been closed won or closed lost yet.

2024年10月23日 · Learn about the difference between Lead status and Lifecycle stage. Deal stage: deal stages allow you to categorize and track the progress of the deals that you are working on. Learn more about setting up and customizing your deal stages.

2019年2月4日 · With the lead status property, you can segment your leads based on previous sales activities and prioritize your outreach. Your sales representatives will be able to identify the leads in their funnel and ensure no leads fall through the cracks due to lack of follow-up.

In HubSpot, deals represent transactions with contacts or companies. Deals are tracked through your sales process in pipeline stages until they're won or lost. The deals endpoints allow you to manage create and manage deal records, as well as …

2019年4月29日 · Mapping your sales process in HubSpot begins with three critical properties: lifecycle stages, lead statuses, and deal stages. Here's how to set them up and how to use them.

2024年8月9日 · While “Lifecycle Stage” categorises a contact’s broader journey with your company and “Lead Status” details the status of a potential lead, “Deal Stages” focus explicitly on the various phases a sale undergoes before it’s finalised. In the context of HubSpot, a “deal” represents a potential revenue-generating event.

3 天之前 · In HubSpot, deal stages represent the steps a potential deal goes through as it moves along your sales pipeline, from the first contact to closing the sale. ... Using lifecycle stages, lead status, and deal stages together can help you significantly improve sales and marketing alignment in HubSpot by creating a clear, shared process for ...

2025年2月26日 · Learn more about HubSpot's default deal properties, HubSpot's default lead properties, and lifecycle stage calculated properties. You can use deal and lead stage calculated properties to segment and automate actions with deals and leads in …