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Hubspot Sales Pipeline Set-up

2. Link Sales Pipeline Deal Stages to Prospect Statuses

HubSpot Sales Pipeline:

The WellSky Personal Care prospect status need to be linked to a HubSpot Deal stage so that when you make a change in HubSpot, the change will be made in WellSky Personal Care. You do not have to link every Deal stage nor every prospect status. You can select only the fields that you want HubSpot to copy directly into WellSky Personal Care.

Check the NEW LEAD status as complete when

 

Check the Initial Phone Call status as complete when

to this Deal Stage(s):

 

Check the Assessment Scheduled status as complete when

to this Deal Stage(s):

 

Check the Assessment Performed status as complete when

to this Deal Stage(s):

 

Check the Wants to meet Candidates status as complete when

to this Deal Stage(s):

 

Check the Needs Contact status as complete when

to this Deal Stage(s):

 

Check the Expecting Client Signature status as complete when

to this Deal Stage(s):

 

Check the Collect Payment Information status as complete when

to this Deal Stage(s):

 

Check the Ready to Schedule Care status as complete when

to this Deal Stage(s):

 

Check the Care Started status as complete when

to this Deal Stage(s):

 

Check the Closed Lost status as complete when

to this Deal Stage(s):

 

Check the Closed Won status as complete when

to this Deal Stage(s):