Last updated: September 6, 2022
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Deal pipelines help visualize your sales process to predict revenue and identify selling roadblocks. Deal stages are the steps in your pipeline that signify to your sales team that an opportunity is moving toward the point of closing.
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.
Once you've added deals to your pipeline, learn how to edit the deals in a pipeline.
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.
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:
To edit or customize the deal stages in a pipeline:
To add a new deal stage:
Under the existing deal stages, click + Add a deal 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 delete a stage, hover over a stage and click Delete. If there are deals in the stage you're deleting, you'll be prompted to move these existing deals to another stage.
Click the Choose a deal stage dropdown menu to select the new deal stage the deals should be moved to.
Click Move deals and delete stage to confirm.
To customize the deal properties presented to users when a deal moves to a specific stage:
In the row of the 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 (Sales Hub Professional or Enterprise only).
To reorder the properties, click and drag them to a new position.
Once you've selected your properties, click Next.
You can also automate tasks on deal stages when editing or creating a sales pipeline.
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