How to Create a Sales Funnel in HubSpot

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Creating a sales funnel in HubSpot allows you to track deal progress across stages and visualize your pipeline performance.

1. Log in to your HubSpot account and navigate to your main dashboard.
2. On the left side panel, click on CRM tab, and select Deals from the dropdown menu.
3. Click Add deals to start creating a new sales, select Create new from the dropdown list.
4. Fill in the deal details here—name, amount, and stage are the essentials.
5. Click Create to finalize and save your new deal to the pipeline.
6. All done! Your deal is now live and ready to track in your CRM.