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