How to Create a Deal Pipeline in HubSpot

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Creating a deal pipeline in HubSpot allows you to organize your sales process into structured stages for better tracking and forecasting.

1. Log in to your HubSpot account and navigate to your main dashboard.
2. Head to Settings to access your configuration options.
3. In the left sidebar, go to Objects, then select Deals from the dropdown menu.
4. Click Pipelines to view or create your deal stages.
5. Click Create pipeline, then select Create from scratch from the dropdown options.
6. Give your new pipeline a name, and click Create pipeline to save your new pipeline.
7. You're all set! Your new pipeline has been created successfully.