How to set up your deal pipelines and deal stages

Last updated: February 1, 2018

Available For:

Marketing: N/A
Sales: Free, Starter, Professional

Deal pipelines enable you to accurately predict revenue and identify roadblocks in your selling process. Deal stages are the steps that signify to your sales team that an opportunity is moving toward the point of closing. These stages live within your deal pipeline(s) in HubSpot and indicate the likelihood an opportunity is to bring in revenue at a given time.

Define and update your deal stages based on the buyer’s journey. Follow the steps below to set up your deal pipelines and stages.

Navigate to your deal settings

In your HubSpot account, click your photo or avatar in the top right-hand corner, then click Settings

In the left sidebar menu, select Sales > Deals.

Edit or create a new pipeline

Scroll down to the Deal Pipelines and Stages section. Here you'll be able to view and edit the structure of your current pipelines or create a new pipeline. 

To edit the stages in one of your existing pipelines, click the Edit button to the right or click Add another pipeline to set up a new pipeline.

If you are not integrated with Salesforce, it is possible to create up to 20 deal pipelines. Read more here.

Set up your deal stages

Using deal stages, you can categorize and track the progress of the deals that you're working on within 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:

  • Appointment scheduled (20%)
  • Qualified to buy (40%)
  • Presentation scheduled (60%)
  • Decision maker bought-in (80%)
  • Contract sent (90%)
  • Closed won (100% Won)
  • Closed lost (0% Lost)
 

To customize your deal stages:

  • In your HubSpot account, navigate back to your deal settings (Sales > Deals in the left sidebar menu of your account settings)
  • Scroll down to the Deal Pipelines and Stages section.
  • Click Edit to the right of the pipeline for which you'd like to customize the stages.

  • Here you can make edits to your pipeline's stages:
    1. Click to the left of a stage and drag to change the order of stages in your pipeline.
    2. Change the name of any stage by clicking into and editing the Stage name field.
    3. Click Delete to delete a stage.
    4. Click on the Win probability dropdown menu to change the percent of closing a deal at that stage.
    5. Edit properties that are presented to users when a deal is moved to this stage.
    6. Create a new deal stage by clicking Add a deal stage and set the stage name and win probability. Any newly created deal stages will appear in the deals view for all users in your account. 

If you are deleting a deal stage that contains at least one deal, you will be prompted to move these existing deals to another stage.

Save your pipeline

Once you've set up your deal stages and added any required properties for moving between stages, click Save in the bottom-left corner to save your pipeline.

Your pipeline will now appear in the Pipeline dropdown menu on your deals dashboard. 

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