How To Edit Deal Stages In HubSpot

How To Edit Deal Stages In HubSpot

1. Log In to HubSpot: Access your HubSpot account.
2. Navigate to Sales: Click on the "Sales" tab in the main menu.
3. Select Deals: Choose "Deals" from the dropdown options.
4. Access Deal Settings: Click on the "Settings" icon (gear icon).
5. Go to Pipelines: Select "Pipelines" from the left sidebar.
6. Choose a Pipeline: Click on the pipeline you want to edit.
7. Edit Deal Stages: Click on the deal stage you wish to modify.
8. Make Changes: Update the name, probability, or other details as needed.
9. Save Changes: Click "Save" to apply your edits.
10. Review Changes: Check the pipeline to ensure your edits are reflected.