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Deals

How can I use multiple deal pipelines in the CRM?

Last updated: August 28, 2017

Available For:

Marketing: N/A
Sales: Free, Professional

With HubSpot, you can create up to 20 deal pipelines to better align with your sales process. Follow the instructions below to create a new pipeline and set the pipeline for your new deals.

  • In your HubSpot Sales account, nacigate to Settings.
  • Choose Sales from the left side menu > click Deals.
  • Scroll down to the Deal Pipelines and Stages section and click Add another pipeline.

Please note: this feature is not available if you have the Salesforce Integration installed.

  • In the dialog box that appears, give the new pipeline a name and create deal stages to align with your unique sales process.  
When you head back to your Deal dashboard, the title of your pipeline will now be available from the pipeline dropdown. Select it to view the pipeline.

When creating a new deal, you will be given the option to select which pipeline the deal should be added to.

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