Pipeline Settings
The Pipeline Settings section allows you to customize how your deals are organized and managed throughout your sales process. By setting up your pipeline correctly, you can track progress more efficiently and improve your conversion rates.
4 articles
Deal Pipelines: How To Add New StageAdding a new stage to your deal pipeline helps reflect changes in your sales process and improves tracking accuracy. In HubSpot, you can quickly add a new deal stage within…
Deal Pipelines: How to Find Industry Templates in PipelinesIndustry templates in Deal Pipelines are pre-built workflows designed specifically for certain types of businesses. Instead of building your stages from scratch, you can use ready-made pipelines tailored to industries…
Deal Pipelines: How to Find Use Case Templates in PipelinesUse Case Templates in Deal Pipelines are designed around how you sell rather than what industry you’re in. These templates focus on sales strategy, deal complexity, and customer journey structure
Deal Pipelines: How to Reorder Pipeline StagesKeeping your deal stages in the correct order ensures accurate forecasting, smoother reporting, and a clearer sales process. In HubSpot, you can easily rearrange pipeline stages to match your team’s…