How do I create new pipeline stages or update my existing pipeline stages?

Your guide to updating sales pipelines with HubSpot

If you have Add and edit permissions then you can add and remove users in HubSpot. To do this, click on the setting icon in the main navigation bar and go to the Objects tab and select Deals.

From here, you can create new pipeline or modify your deal stages. To do this, select the pipeline you want to customise, and then edit the stages accordingly. You can change:

  • The name of the pipeline
  • The name of the deal stages
  • Add or remove deal stages
  • Update the win probability percentage
  • Set properties to be updated in each deal stage

Watch this quick video for more:

 For more details, see this article.