Skip to content
Get in touch
  • There are no suggestions because the search field is empty.

How to assign default properties to each pipeline stage in HubSpot

Assign default properties to each pipeline stage in HubSpot to keep your sales process focused, consistent and efficient.

Assigning default properties to your pipeline stages in HubSpot is a simple yet powerful way to ensure your team captures the right information at the right time. By defining what details are required at each stage, you’ll create a more organised and effective sales process. Here’s how to set it up.

 

Why Assign Default Properties?

Default properties ensure consistency and accuracy in your pipeline. They prompt your team to collect essential details as deals move through the stages. This helps you:

✅ Standardise data collection.

✅ Improve forecasting and reporting.

✅ Keep your pipeline clean and actionable.

 

Step 1: Understand Your Pipeline Stages

Your default pipeline in HubSpot has been divided into stages that represent steps in your sales process:

  • Appointment Scheduled
  • Qualified to Buy
  • Presentation Delivered
  • Contract Sent
  • Closed Won or Closed Lost

Take a moment to review your pipeline and ensure your stages reflect your sales workflow.

 

Step 2: Identify Key Information for Each Stage

Think about what information your team needs to collect at each stage to move deals forward. For example:

  • Early Stages: Collect basic information like deal name, deal amount, and associated contacts or companies.
  • Mid-Stages: Gather specifics like estimated close date, products/services discussed, or decision-makers involved.
  • Late Stages: Confirm contract details, payment terms, or reasons for closing (won/lost).

💡 Pro Tips for Default Properties

  • Keep It Simple: Only include the most critical information to avoid overwhelming your team.
  • Customise for Your Business: Add custom properties unique to your sales process, such as “Competitor Name” or “Contract Length.”
  • Monitor and Refine: Regularly review your pipeline stages and properties to ensure they’re still relevant and effective.

 

By assigning default properties to each pipeline stage, you’ll keep your sales process streamlined, consistent, and data-driven. It’s an easy way to make sure nothing slips through the cracks and your team stays focused on closing deals. Ready to optimise your pipeline? Let’s do it!