HubSpot is a comprehensive platform that incorporates marketing, sales, and service tools to aid in business growth. Among its many useful features is the ability to monitor and handle deals as they progress through the sales pipeline. This guide will provide step-by-step instructions on how to modify deal stages within HubSpot.
Accessing the Deal Stages Settings
The first step to editing deal stages is accessing your HubSpot settings. You can do this by locating and clicking on the Settings icon in the main navigation bar.
Navigating to Deal Stage Settings
Once you’re in the settings menu, navigate to the Sales section. Then, click on Deals and finally on Deal Pipelines and Stages.
Editing Deal Stages
After clicking on Deal Pipelines and Stages, you’ll see a list of your deal pipelines and their corresponding stages. To edit a stage, hover over the stage you want to modify and click the Edit button that appears.
Here you can change various aspects of the stage, including:
- The stage’s name
- The stage’s probability
- The order of the stage in the pipeline
HubSpot will automatically save your changes as you make them.
Remember! The probability indicates the likelihood of closing a deal at that particular stage. HubSpot uses this information to forecast revenue in the sales dashboard. So, make sure to set this up accurately!
Deleting Deal Stages
If you have a stage that is no longer needed, you can also delete it. Just like editing, hover over the stage you want to remove and click the Delete button.
Keep in mind that deleting a stage will also delete any deals currently in that stage.
Confirm the deletion in the dialogue box that pops up by clicking Delete again.
Conclusion
And there you have it! You now know how to edit deal stages in HubSpot. Remember, your sales process is unique to your business, so don’t be afraid to customize your deal stages to best suit your needs. Happy HubSpotting!
