How to Use Deal Stages in HubSpot
Define each deal stage in the pipeline, explain when to move a deal to the next stage, and outline who is responsible for updating deal stages.
Steps to Follow
Open the deal record in HubSpot by navigating to CRM → Deals and selecting the relevant deal.
To update the deal stage from the deal record, locate the pipeline bar at the top of the record and click the next stage to move the deal forward.
To update the deal stage from the Kanban board view, navigate to CRM → Deals and switch to the Board view. Drag and drop the deal card to the appropriate stage column.
Ensure the deal stage reflects the most current status of the opportunity at all times.
Notes
All new deals must start at Business Inquiry – Qualified stage.
Deal stages directly trigger lifecycle stage automations — moving a deal to Won sets the contact and company to Active Client.
Moving a deal to Lost or Withdrawn sets the contact and company lifecycle stage to Lost (if not already an Active Client).
Deal stages can be updated from the pipeline bar at the top of the deal record or via the Kanban board view.
Only AMs and Sales team members should update deal stages.