Set up and customize your deal pipelines and deal stages

Deal pipelines help visualize your sales process to predict revenue and identify selling roadblocks. Deal stages are the steps in your pipeline that signal to your sales team that an opportunity is moving toward the point of closing.

If you have Edit property settings access, you can create and edit deal pipelines and stages to best suit your team's needs.

Create a new deal pipeline

Please note: only Sales Hub Starter, Professional or Enterprise accounts can create additional pipelines. Learn more about the maximum number of pipelines you can create in your HubSpot account depending on your subscription.

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Objects > Deals.
• Click the Pipelines tab.
• Click the Select a pipeline dropdown menu, then select Create pipeline.

• In the dialog box, enter a Pipeline name and click Create.

Once you've added deals to your pipeline, learn how to edit the deals in a pipeline.

Edit or delete deal pipelines

You can also rename, reorder, manage access to, or delete deal pipelines.

Please note: if you connect an ecommerce integration to HubSpot, another pipeline will be automatically added to your account that you cannot modify. 

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Objects > Deals.
• Click the Pipelines tab.
• Click the Select a pipeline dropdown menu and select a pipeline.
• Click the code code icon to view the pipeline's internal name. The internal name is used by integrations and the API.
• On the right, click the Actions dropdown menu and select one of the following:

• • Rename this pipeline: change the pipeline’s name. In the dialog box, enter the new name, then click Rename.
  • Reorder pipelines: change the order of your pipelines. In the pop-up box, drag the pipelines to move them to a new position, then click Save.
  • Manage access: manage which users can view and edit the pipeline.
  • Delete this pipeline: delete the pipeline. In the dialog box, click Delete pipeline to confirm. You can't delete a pipeline if it contains deals. You'll need to delete or move deals to another pipeline before deleting the pipeline.
• Click Customize deal cards to select the properties that are displayed on board cards for the pipeline.

Add, edit, or delete deal stages in a pipeline

You can use deal stages to categorize and track the progress of your ongoing deals in HubSpot. Each deal stage has an associated probability that indicates the likelihood of closing deals marked with that deal stage. Stage probability is used to determine the weighted amount shown in board view, which is calculated by multiplying the total amount in each stage by the stage probability.

By default, HubSpot includes a sales pipeline with seven deal stages: Appointment scheduled (20%), Qualified to buy (40%), Presentation scheduled (60%), Decision maker bought-in (80%), Contract sent (90%), Closed won (100% Won), and Closed lost (0% Lost).

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Objects > Deals.
• Click the Pipelines tab.
• Click the Select a pipeline dropdown menu, then select the pipeline to edit.

• To add a new deal stage:

  • Under the existing deal stages, click + Add stage.

  • Enter a deal stage name, then click the dropdown menu in the Deal probability column and select or enter a probability.

Please note: to ensure all sales reports, custom deal or revenue reports, and sales analytics tools process your deals correctly, ensure you at least have deal stages for both Won and Lost under Deal probability.

• To reorder stages, click the stage and drag it to a new position.

• To view the internal name for a deal stage, hover over the stage and click the code code icon. The internal name is used by integrations and the API.

• To delete a stage, hover over a stage and click Delete. If there are deals in the stage you're deleting, you'll need to move these existing deals to another stage. To do this in bulk, navigate to the deals index page, and in list view, bulk edit the Deal Stage property.

• To set who can edit deals in a specific stage, in the Editing access column, click the dropdown menu, then select whether to give edit permissions to all users with deal access, or only to super admins (Professional and Enterprise only).
• To edit the properties shown when a deal moves to a certain stage, hover over the Update stage properties column and click Edit properties.
• Once you're done editing, click Save in the bottom left.

You can also automate tasks on deal stages when editing or creating a sales pipeline.

Customize properties shown in each deal stage

You can also customize which deal properties are presented to users when a deal moves to a specific stage.

• Navigate to the pipeline you want to edit.

• In the row of a stage, hover over the Update stage properties column and click Edit properties.

• In the dialog box, select the checkboxes next to any new properties you want to appear.

• To require a value for a property, select the checkbox in the Required column (Starter, Professional or Enterprise only). When a property is required, users won’t be able to create a deal in that stage unless they enter a value for that property.

• To reorder the properties, click and drag them to a new position.

• To remove a selected property, click the X next to that property in the Selected Properties column.

• Once you've selected your properties, click Next. The properties you've selected will automatically appear when manually creating a new deal in that stage.

• Once you're done editing, click Save in the bottom left.

Manage editing access for deal stages (Professional and Enterprise only)

Super admins can set whether deals in specific stages are editable by all users with access to deals, or only by other users with super admin permissions. If a stage is limited to super admins, once a deal enters that stage, only super admins will be able to edit the deal or move it to a different stage. Users with deal access can still view deal records in that stage, but can't make changes until an admin moves it to an editable stage.

Please note: even if a stage is limited to super admins, deals in the stage can still be edited via workflows, API, or the forecast tool. To avoid certain users editing deals via these methods, update their user permissions for those tools.

• In your HubSpot account, click the settings settings icon in the main navigation bar.
• In the left sidebar menu, navigate to Objects > Deals.
• Click the Pipelines tab.
• Click the Select a pipeline dropdown menu, then select the pipeline to edit.
• In the Editing access column, click the dropdown menu and select who should have access to edit deals in that stage:
  • Limited to super admins: only users with super admin permissions can edit the deals in the stage.
  • Users with access to deals: any user with permissions to access deals can edit the deals in the stage.

• Click Save to confirm.