HubSpot CRM Tutorial: How to Set Up a Quote-Based Workflow

Описание к видео HubSpot CRM Tutorial: How to Set Up a Quote-Based Workflow

The HubSpot training explains a quote-based workflow for sales reps using a CRM system. The workflow involves creating a quote and getting management approval before sending it to a prospect. The workflow includes an event-based trigger that enrolls the quote when the approval status changes. The HubSpot trainer then sets up a branch for rejected or approved quotes. For rejected quotes, a task is created to schedule a meeting with the boss to review the reasons for rejection. For approved quotes, a task is created to send the quote to the sales lead. The tasks are assigned to the quote owner and serve as notifications for the sales reps.

Комментарии

Информация по комментариям в разработке

Похожие видео