Last updated: March 30, 2021
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Deal pipelines help visualize your sales process and can be used 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. 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 edit property settings access in your account, you can create and edit deal pipelines and stages to best suit your team's needs.
Please note: If you connect an ecommerce integration to HubSpot, another pipeline will be automatically added to your account that you cannot modify.
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.
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.
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.
Users with edit property settings access can also update deal stage properties.
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