How do I customize the stages in my sales pipeline for a unique sales process in Hubspot?

Step 1: Access Your HubSpot Account

Step 2: Navigate to Sales Pipelines

Click on the "Sales" dropdown in the main navigation bar.
From the dropdown, select "Deals".
On the Deals page, locate and click on the name of your current pipeline at the top.

Step 3: Edit Your Pipeline

Step 4: Review Current Stages

Observe the existing stages in your pipeline. These stages are represented as individual columns.

Step 5: Add a New Stage

Click on the “+ Add stage” button.
Name your new stage and add any other necessary details, such as the expected deal probability.

Step 6: Rearrange Stages

To change the order of stages, simply click and hold the drag-and-drop handle (usually represented by three horizontal lines) next to the stage name.
Drag the stage to its desired position in the pipeline order.

Step 7: Edit Existing Stages

If you need to modify an existing stage, click on the “Edit” button (often a pencil icon) next to the stage name.
Update the stage name or any other information as needed.

Step 8: Remove Unwanted Stages

If you need to delete a stage, click on the “Delete” or trash icon next to the stage name.
Confirm the deletion in the prompt. Note that deleting a stage will also delete all deals associated with that stage, so proceed with caution.

Step 9: Adjust Rotting Deal Settings (Optional)

For each stage, you can set a rotting deal duration. This will alert you when deals remain in a stage for longer than your specified duration without any activity.
To do this, click on the "Edit" button for a stage and set your desired rot duration.

Step 10: Save Your Changes

Once you've made all your desired modifications to your pipeline stages, click on the “Save” button at the bottom of the page to finalize your changes.

Step 11: Review and Test

After saving, review your updated pipeline to ensure all stages appear correctly.
Test the functionality of the pipeline by creating a sample deal and moving it through each stage, ensuring no issues arise.

Step 12: Inform Your Sales Team