Steal this HubSpot required property framework to capture critical datapoints at different points in the customer journey
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To ensure any required customer information is available for onboarding and success teams add required properties for moving a deal to “closed won”.
To require properties at different stages in your HubSpot pipeline, go to Settings > Objects > Deals > Pipelines
🌟 Bonus tip: use these required properties to set up a successful sales to onboarding handoff process in HubSpot
Not sure where to start? Download the 7 playbooks you need to scale across the customer journey.
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