?? The Secret to a Seamless Customer Journey: Conditional Stage Properties

In startups, timing is everything. A missed detail or a late follow-up can turn a win into a loss.

But with Conditional Stage Properties, you can simplify your process, ensuring that crucial details are captured at every step. And the best part? You can report on these metrics later. ??

So, what are Conditional Stage Properties?

With Conditional Stage Properties, you can apply specific conditional logic to each stage in your pipeline.

While moving a deal to the next stage, key questions pop up as a requirement for your sales reps to answer. It’s a simple way to ensure all the important details are logged - keeping your sales process smooth and on track. ??

??? Let’s Cover the Basics:

• Shortlist the key properties for the pipeline of your choice.
• Go to your pipeline settings > hover over the Conditional Stage Properties column against your selected deal stage > click ‘Edit properties’.
• Include the relevant properties in the ‘Dependent Properties’ section and mark them as required to ensure no vital data is missed.
• Rearrange the properties to suit your process and click ‘Apply Logic’ to lock in your changes.

Optimise Sales & Customer Service Processes using Conditional Stage Properties

Capturing Critical Details at Deal Stage Transitions ??

Let’s say you’re managing a deal pipeline, and a deal is moving from 'Qualified To Buy' to 'Presentation Scheduled'. The person handling the presentation needs key details like what needs to be covered in the meeting.

Here's how Conditional Stage Properties can help:

Before moving the deal to the next stage, the rep handling 'Qualified To Buy' must answer these critical questions. It ensures essential information is documented, making it easier to track and report on these key metrics.

To set this up, you will:

Create the necessary properties: Define the fields for "Key Pain Point" and "What needs to be shown in the presentation", choosing the field type that works best for your team.

Edit Conditional Stage Properties: Navigate to Objects > Deals > Pipeline > Conditional Stage Properties > Presentation Scheduled (Deal Stage)

Add the properties you’ve created to the 'Dependent Properties' section.

Save your logic: Click "Apply Logic" to save your changes.

And just like that, you've got a structured sales flow- no more missed details or awkward follow-ups! ??

Reason for Closed Lost ??

Another useful conditional stage property is ‘Reason’ for ‘Closed Lost’. It’s great for uncovering any problems and issues that need your attention.

Let's get started!

Create a new property for 'Closed Lost Reason' and choose 'dropdown select' as the field type.

Add the common reasons for closed lost deals specific to your business.

Pro tip ??: If a deal is closed lost due to ‘bad timing’, you can add conditional logic to ensure a follow-up later.

To do this, create a property, ‘When would you like to follow up’, and choose ‘date picker’ as the field type.

Now let’s set up conditional logic to display this property when 'bad timing' is selected. Here's how:

Go to Deal Properties > Create logic

Add ‘When would you like to follow up’ as the dependent property, and done! You've created the logic! ??

*You can automate it to generate a task for contacting the person on the specified date.

Next, head to your pipeline settings, and hover over the conditional stage properties for your selected deal stage (Closed Lost).

Add the 'Closed Lost Reason' property to the dependent properties section.

And... that’s it! Now you can easily track and analyse the most common reasons for closed lost deals, and use those insights to pinpoint areas for improvement.

Ticket Pipeline Resolution ??

Now, let’s talk about ticket resolution.

When a ticket is in the 'Waiting on Contact' stage, your team needs to dig into the root cause. And when the ticket is marked 'Closed,' they must document the resolution.

You want to ensure this info is consistently recorded, not just for your sales reps, but also for accurate reporting.

Create the essential properties: Set up fields for ‘Root Cause Analysis’ and ‘Resolution’.

For such metrics, it’s great to use multiple checkboxes, so that later, you can leverage this data to report on areas that might need improvement.

Edit Conditional Stage Properties: Head to Ticket Pipeline > Conditional Stage Properties > Deal Stage, and add the properties to the 'Dependent Properties' section for each stage.

First, we’ll add ‘Root Cause Analysis’ to ‘Waiting on Contact’:

Then, we can add ‘Resolution’ to ‘Closed’:

Done! Now your team can quickly find the required information, and focus on what matters most - helping your customers.

Tips & Tricks ??

?? Mark it as required to make sure every key detail is recorded.

?? Reorder properties to fit your sales process.

?? Remove unnecessary properties to keep your pipeline clutter-free.

?? Use multiple checkboxes or dropdown selects (where applicable) to report on these metrics later on.

Give it a try!

Conditional Stage Properties streamline your sales process and ensure your team has everything they need to close deals, tickets, or any other pipelines you have in mind!

Need help setting up Conditional Stage Properties or have questions? We’re just a click away. ??

For more info on customising pipelines, check out HubSpot’s article on how to set up and customise your deal pipeline and stages.