Last updated: October 14, 2020
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Deal pipelines can be used to predict revenue and identify roadblocks in your selling process. Deal stages are the steps in your pipeline that signify to your sales team that an opportunity is moving toward the point of closing. Keeping track of your deals progress in your deal pipeline gives you a more detailed picture of your projected revenue for a given time.
If you have account access in your account, you can create and edit deal pipelines and stages to best suit your team's needs.
Please note: only Sales Hub Starter, Professional or Enterprise accounts can create multiple pipelines. Learn more about the maximum number of pipelines you can create in your HubSpot account depending on your subscription.
Using deal stages, you can categorize and track the progress of the deals that you're working on in HubSpot. Each deal stage has a probability associated that indicates the likelihood of closing deals marked with that deal stage.
By default, HubSpot includes a sales pipeline with seven deal stages:
To edit or customize the deal stages in a pipeline:
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 Win probability.
You can also automate tasks on deal stages when editing or creating a sales pipeline.
Please note: you must have permission to edit property settings to update your deal stage properties.
Properties are used to store data on certain objects in HubSpot, such as contacts, companies, deals, tickets,...
HubSpot has a number of default deal properties to help you track and manage your deals. You can also create...
When you create a custom property in HubSpot, the type of information you want the property to collect and...