Pipeline & forecasting — found from sitemap — HubSpot Sales Hub

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Facts read from this source

• Deal plans definition Report an error

  “Deal plans are a feature in HubSpot Sales Hub that reps use to create a shared, structured path to close directly on the deal record. Each plan includes milestones, owners, and target dates — and can be built from admin-created templates that reflect your team's sales process.”

• Admin built templates Report an error

  “Give each rep a starting point with admin-built templates”

• Customer portal sharing Report an error

  “Share the plan with buyers through the customer portal”

• Deal progression integration Report an error

  “As calls and meetings come in, deal progression suggests real-time updates to milestones, owners, and close paths, keeping the deal plan current.”

• Customer visibility Report an error

  “Share your plan directly with customers through the customer portal so they can see milestones, track progress, and know exactly what's expected at each stage.”

• Availability hubs Report an error

  “HubSpot’s deal plans feature is available with Sales and Service Hub.”

• No separate tool Report an error

  “Plans are created and managed directly from the deal record and key meeting workflows, so there's no separate tool and no extra steps.”

• Notetaker question Report an error

  “What plans include HubSpot’s notetaker?”