How to create custom deal stages for unique processes.
Welcome to our guide on creating custom deal stages in HubSpot. Every business has its unique sales processes, and HubSpot empowers you to tailor your deal stages accordingly. In this guide, you'll learn how to craft custom deal stages that align with your specific sales pipeline. By customizing your stages, you'll not only gain better visibility into your sales process but also ensure that your team follows a workflow that suits your business's needs. Let's dive in and optimize your sales journey with personalized deal stages.
1
Access the Sales Pipelines settings
Log in to your HubSpot account.
Select "Sales" on the top of the page
Click on "Deal"
2
Create a new Sales Pipeline
Click on the "Add pipeline" button
Enter a name for your new pipeline in the "Pipeline name" field.
Click "Create pipeline."
3
Customize your Sales Pipeline stages
Click on the "Edit" button next to the pipeline name to start customizing your pipeline stages.
HubSpot will provide a default set of stages; you can edit these stages by clicking on the pencil icon next to each stage or remove them by clicking the trash bin icon.
To add a new stage, click on the "Add a stage" button at the bottom of the pipeline. Enter the stage name, win probability, and stage order.
You can also reorder stages by dragging and dropping them in the desired order.
Click "Save" once you've finished customizing your pipeline stages.
4
Assign users to the Sales Pipeline
Click on the "User assignment" button next to the pipeline name.
Select the users or teams you want to have access to the pipeline.
Click "Save."
5
Associate deals with your Sales Pipeline
Navigate to the "Deals" tab in the main navigation menu.
Click on "Create deal" or open an existing deal.
In the deal properties, click on the "Pipeline" dropdown menu and select the appropriate pipeline.
Continue to fill in the deal properties and save your changes.
Congratulations! You've successfully mastered the art of creating custom deal stages in HubSpot to enhance your sales process. By tailoring your pipeline stages to your unique business workflows, you've gained greater control over your sales journey. Remember that the key to success lies in continuous evaluation and refinement. Regularly analyze your sales performance, gather insights, and make necessary adjustments to optimize your deal stages for maximum efficiency and conversion. HubSpot's flexibility allows you to adapt as your business evolves, ensuring that your sales process remains aligned with your goals. Keep experimenting, learning, and fine-tuning to achieve even better results with your personalized deal stages.
