Once you've defined a custom object in your HubSpot account, you can create pipelines to track custom object records through your processes. You can organize pipelines with custom stages and view your processes in a table or board view.
Add, edit, or delete custom object stages in a pipeline
You can create custom stages for your pipelines to organize your records and track their progress. You can also edit or delete existing stages.
In your HubSpot account, click the settingssettings icon in the main navigation bar.
In the left sidebar menu, navigate to Objects > Custom objects.
Click the Pipelines tab.
Click the Select a pipeline dropdown menu and select a pipeline to edit.
To add a new stage, click + Add stage.
Enter a stage name.
In the Status column, click the dropdown menuand select whether a custom object record should be considered Open or Closed when in that stage.
To reorder the stages, click and drag a stage to a new position.
To delete a stage, hover over a stage and click Delete. If there are records in the stage you're deleting, you'll need to move these existing records to another stage. To do this in bulk, navigate to the custom object index page, and in list view, bulk edit the stageproperty.
Once you're done, in the bottom left, click Save.
Customize properties shown in each pipeline stage
You can also customize which properties are presented to users when manually creating a new custom object record in or moving an existing custom object record to a specific stage. Users must have Edit property settings permissions to customize stage properties.
In the row of a stage, hover over the Conditional stage properties column and click Edit properties.
In the dialog box, select the checkboxes next to any new properties you want to appear.
Please note: properties with read-only values (i.e. that aren't set by users, such as score orcalculation properties) cannot be used as stage properties, and will not appear as options to select. Learn how to include these properties in the About this record section instead.
To require a value for a property, select the checkbox in the Required column. When a property is required, users won’t be able to create a record in that stage or move a record to that stage unless they enter a value for the 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.