Secrets to Using HubSpot Deal Stages RIGHT in 2024

There are many ways to do it, but we've simplified this down to the 5 best practices that will keep your sales moving and your pipeline full. In this video, we'll give you the secrets you should know to make HubSpot Sales Pro work for you - without the clutter and mess.

Specifically, we'll discuss:
- How to align your sales stages to key milestones in your HubSpot pipelines
- Tips for keeping your deal pipelines linear in HubSpot
- How to make forecasting easier and more accurate in HubSpot by using objective deal naming conventions

00:00 Introduction
01:17 Creating a Concise Pipeline in HubSpot
03:15 The impact of a linear deal pipeline in HubSpot
04:40 How to improve forecasting accuracy with objective deal pipelines
06:23 Supported Deal Pipelines in HubSpot
07:11 Tips for keeping prospects engaged at every deal stage
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💬QUESTIONS OR FEEDBACK?
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[josephslucido]

Howdy,

After a deal is moved to the "Closed Won" or "Closed Lost" Deal Stage, what is the best way to remove it from the Deal Pipeline? Our team has a ton of Deals in both the "Closed Won" and "Closed Lost" stage. Some of these Deals are a year old and completely irrelevant to the pipeline today. Any advice would be greatly appreciate. (the Hubspot community does not provide a useful solution.)

[JoshuaFreeman-tvku]

This is some fantastic teaching, thank you.

[RaviAbuvala]

Great video! Should you have a "Curated" or "Unqualified" stage?

About 30% of deals of ours are either curated or unqualified at some point during the sales process after booking a call.

Would it be a "Lost" stage in the pipeline? Or should I not have it?

If I didn't have it, how would I filter them out of that view so I can forecast correctly (for example, a demo was held, but it turns out they were unqualified).

Thanks in advance!

[ValerieKhalifeh-wozs]

What is your recommendation for situations in which the demo or the discovery call got canceled? As not all deals go through that stage, I would think that this shouldn't be a separate deal stage. Should these deals stay in "Demo scheduled" even if currently there is no new date for the demo/discovery call?

[ScottMoyse]

I'm no sales expert, certainly not trained in it at least .. but that seems like a great way to approach it.

[gracekim]

If I remove the deal after inactivity, what should happen to their Lifecycle Stage? They're technically no longer an "opportunity", right?