How to create a deal pipeline in HubSpot

Need to organise your sales process in HubSpot? Creating a deal pipeline helps you track opportunities through each stage of your sales journey. Follow these steps to set up a custom deal pipeline quickly and clearly.

1. Log in to Your HubSpot Account

Go to hubspot.com and log in to your account.
Make sure you have Super Admin or Sales Admin permissions to edit pipelines.

2. Go to Settings

Click the Settings (gear icon) in the top-right corner of your dashboard.
This will open your account settings.

3. Navigate to Deals Settings

In the left-hand sidebar, go to Objects.
Click on Deals.
Select the Pipelines tab at the top of the screen.

4. Create a New Pipeline

Click the Select a pipeline dropdown menu.
Choose Create pipeline.
Enter a clear name for your pipeline (e.g., “B2B Sales Pipeline” or “New Business Pipeline”).
Click Create.

5. Customise Deal Stages

Add stages that reflect your sales process (e.g., Qualified Lead, Proposal Sent, Negotiation, Closed Won, Closed Lost).
Click Add stage to create new ones.
Edit stage names by clicking directly into the text field.
Set a probability percentage for each stage (used for revenue forecasting).

Tip: Keep stages aligned with real actions in your sales process.

6. Reorder or Delete Stages (If Needed)

Drag and drop stages to reorder them.
Click Delete next to any stage you don’t need (note: you must move existing deals before deleting a stage).

7. Save Your Pipeline

Click Save in the bottom-left corner once you’re happy with the structure.
Your new deal pipeline is now active.

8. Add Deals to the New Pipeline

Go to Sales > Deals from the main navigation.
Click Add deals then Create new.
Select your newly created pipeline.
Assign the deal to the correct stage and save.

What is HubSpot

HubSpot is a cloud-based CRM platform that helps businesses manage marketing, sales, customer service, and operations in one connected system. Its Sales Hub allows teams to track deals, manage contacts, automate follow-ups, and forecast revenue. One of the core features within Sales Hub is the deal pipeline, which visually represents your sales process from initial contact to closed deal. Each stage reflects a step in your sales journey, helping teams understand where opportunities stand at any given time. HubSpot pipelines are fully customisable, allowing businesses to align stages with their real-world sales activities. This flexibility makes it suitable for different industries, sales cycles, and team structures. By creating structured pipelines, businesses gain better visibility into performance, bottlenecks, and revenue projections.

Benefits of using HubSpot to create a deal pipeline

Creating a deal pipeline in HubSpot helps you structure your sales process, improve forecasting accuracy, and give your team clear visibility over every opportunity.

1. Clear visual overview of your sales process

HubSpot’s pipeline view shows deals organised by stage, making it easy to see where each opportunity sits. This visual layout helps sales teams quickly identify stalled deals, prioritise follow-ups, and ensure no opportunity is overlooked during the sales cycle.

2. More accurate revenue forecasting

Each deal stage can be assigned a probability percentage, which HubSpot uses to calculate projected revenue. This allows managers to forecast income more reliably and make informed business decisions based on pipeline performance and expected close rates.

3. Customisable to match your sales workflow

HubSpot allows you to create multiple pipelines and tailor stages to fit your exact sales process. Whether you run short transactional sales or longer B2B cycles, you can adapt the structure to reflect how your team actually works.