Deals

How can I change the deal stage from the deal record?

Last updated: November 1, 2017

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There are two ways to change the deal stage of your deals from the deal record.

First, in your HubSpot Sales account, navigate to Deals and click on the deal you'd like to update. You can then use either of the methods below.

 

Using the stage progress bar at the top of the deal record

  • Click on any stage along this bar to change the Deal Stage

 

Using the Deal Stage property dropdown

  • On the deal record, locate the Deal Stage property to edit.

  • Choose a new deal stage value from the drop-down menu.

  • Click Save

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