Access Settings from the main navigation bar

[nishat@264]

The sales pipeline is one of the free functions of the HubSpot CRM tool. You can use the tool to easily create deal pipelines and add phases and individual properties to your deals. You can then assign various tasks directly to your sales staff using drag and drop.

To create a new deal pipeline in your HubSpot account:

There, in the menu on the left sidebar, open the category “Objects” > “Deals”.
Click the Pipelines tab.
Now in the “Select Pipeline” section, you can open the drop-down menu and select “Create Pipeline”.
You can give the pipeline a name in the dialog box and then click Create.

You can also rename, reorder, manage access to, or delete your deal pipelines from the Pipelines > Actions tab.

The deal phases
Deal stages are the steps in your pipeline new zealand whatsapp data that signal to your sales team whether a deal is moving toward closing. Deal stages help you categorize and track the progress of your current deals in HubSpot. Each deal stage has an associated probability, which indicates how likely deals in that stage are to close.

By default, a HubSpot Sales Pipeline includes seven deal stages:

appointment planned (20%)
Qualified for purchase (40%)
presentation agreed (60%)
decision-makers (80%)
Contract sent (90%)
Completed and won (100% – won)
Completed and lost (0% – lost)

You can edit the preset deal stages in HubSpot and adapt them to your own sales process. To do this, open the "Pipelines" tab in the settings of your HubSpot account and select the pipeline to edit. When editing the deal stages, you can change the order of the stages, rename the stages, or edit the deal properties, among other things. You can also delete and add deal stages.

Edit the properties of your deal phases
Deal properties are specific information captured about a deal to help track and manage deals. HubSpot has a number of standard deal properties, and you can also create custom deal properties to store the information most relevant to your unique processes.

Standard information collected about a deal includes:

The total value of the deal
The annual contract value
The annual recurring revenue
The closing date
The reason for the migration after graduation
The reason for winning a deal.