How to Create a New Pipeline in HubSpot

Quick summary

This tutorial shows how to create a new pipeline in HubSpot CRM by navigating through Settings to the Deals Pipelines tab, naming the pipeline, adding custom deal stages, and saving. Setting up a dedicated sales pipeline in HubSpot lets revenue teams track deals from first touch to close with full visibility and stage-level win probabilities.

Steps

1. Click the Settings (gear icon) in the HubSpot navigation bar to open account settings.
2. Go to Objects then select Deals from the left-hand menu.
3. Move to the Pipelines tab within the Deals settings page.
4. Select Create pipeline from the dropdown menu to start a new pipeline.
5. Name your pipeline (for example, "Sales Lead to Close") in the name field.
6. Optionally, click Add stages (such as Prospecting or Close Won) and set win probabilities for each stage.
7. Click Save to create and activate your new pipeline.