How to configure your sales pipeline in HubSpot

A well-structured sales pipeline helps your team track deals effectively and move prospects smoothly through the buying journey. In HubSpot, a sales pipeline is a series of stages that represent where a deal is in the sales process.

Below, we’ll guide you through setting up a single sales pipeline and defining each stage, so your team can stay organised and close deals with confidence.

🔧 Setting Up a Sales Pipeline in HubSpot

• Go to HubSpot: Navigate to Settings > Objects > Deals > Pipelines.
• Create a Pipeline: Click Create Pipeline and give it a clear name.
• Define Your Stages: Customise the pipeline by adding or editing stages.
• Set Probabilities: Assign a deal probability to estimate the likelihood of closing at each stage.
• Automate Actions (Optional): Add tasks, reminders, or notifications to keep deals moving.

📊 Understanding Sales Pipeline Stages

1️⃣ Appointment Scheduled

What it means: A meeting or call is booked with the prospect, indicating initial interest.

💡 Pro Tip: Use HubSpot’s meeting scheduling tool to make booking easy and trackable.

2️⃣ Qualified to Buy

What it means: The prospect has been assessed, and they have the budget, need, and decision-making power to move forward.

💡 Pro Tip: Ask key discovery questions to ensure they’re a good fit for your product or service.

3️⃣ Presentation Delivered

What it means: You’ve shared a demo, proposal, or pitch that outlines your solution and how it meets the prospect’s needs.

💡 Pro Tip: Log presentation details in the deal record and follow up promptly.

4️⃣ Contract Sent

What it means: The prospect has agreed in principle, and a contract or agreement has been shared for review.

💡 Pro Tip: Use HubSpot’s eSignature integration to track contract status easily.

5️⃣ Closed Won

What it means: The deal is successfully closed, and the customer has committed to your product or service.

💡 Pro Tip: Automatically trigger onboarding tasks when a deal reaches this stage.

6️⃣ Closed Lost

What it means: The deal didn’t go through—perhaps due to budget constraints, timing, or competition.

💡 Pro Tip: Always log the reason for loss in HubSpot to refine future sales strategies.

🚀 Final Steps

Once your pipeline is set up, use Sidekick to train your sales team to use it consistently. Encourage regular pipeline reviews and automate follow-ups where possible.

With a clear, structured pipeline, you’ll have better visibility, improved forecasting, and a smoother sales process. Now, you’re ready to start closing more deals with HubSpot Sales Hub! 🎯