How to Edit Deal Stages in HubSpot
Here is a step-by-step tutorial to edit deal stages in HubSpot:
- Go to Settings (gear icon) in the top bar.
- In the left menu, navigate to Objects > Deals.
- Click the Pipelines tab.
- Select the pipeline (E.g. Accounts pipeline) you want to edit from the dropdown menu.
- Scroll down to find the stages.
Here you can perform various edits on your deal stages:
- Change stage name: Click the stage name field and type your desired name.
- Move stages: Click on the left side of the stage property and drag it to reorder.
- Delete stages: Hover over the stage and click the delete button that appears.
- Edit win probability: Click the dropdown associated with the stage and choose the appropriate value.
- Create new stages: Click the "+ Add stage" button at the bottom to add a new stage.