A pipeline that mirrors how you actually sell
The board gives sales managers and reps one shared view of every open opportunity and where it stands.
Customizable stages
Name and order stages to match your real sales motion, not a generic template.
Drag-and-drop deal cards
Move a deal to the next stage with one drag, no form to fill in first.
Multiple pipelines
Run separate boards for new business, renewals, or different products and regions.
Stage probabilities
Set a win likelihood per stage so weighted forecast value updates as deals move.
Deal automation
Trigger tasks, emails, and field updates automatically when a deal changes stage.
Required fields per stage
Ask for the right detail at the right point so data stays clean as deals advance.
Stages should match how you really sell
A pipeline copied from a template tends to drift from reality, and reps stop trusting the board. When each stage maps to a concrete buyer action your team can verify, the forecast becomes something you can plan against.
- Define each stage by what the buyer did, like demo booked or proposal sent, not by an internal feeling
- Keep stages few enough that reps move deals consistently across the team
- A property hotel team in Thailand might add a site-visit stage that a SaaS team would never need
- Review stage conversion over time and adjust the board as your sales motion changes
New 4
Qualified 2
Proposal 3
Closing 1
Build a pipeline that fits your team
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Map your real sales stagesBefore touching HubSpot, write down the points a buyer passes through with your team. That list becomes your stages.
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Create the pipeline in settingsOpen Settings, then Objects, then Deals, and edit or add a pipeline. Rename the default stages or build your own set.
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Set a win probability per stageAssign each stage a likelihood of closing so weighted pipeline value reflects how late-stage deals really are.
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Add required fields where they matterMark fields like deal amount or close date as required at the stage where reps should know them, keeping records clean.
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Turn on deal automationUse the automation tab to create a task or send an internal alert when a deal enters a key stage like proposal or closed won.
Works with the rest of Sales Hub
The deal pipeline is the core view inside Sales Hub, and it connects to the tools that move deals forward.