Set type in the deal

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How to Set type in the deal

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Hey, friend. Its Kyle. Welcome to HubSpots product YouTube channel. Today, were gonna look at a basic level of customizing your deal pipeline. Lets take a look. So here we are on the deals page inside of HubSpot. Deals are tracked in this drag-and-drop format. You can move them from column to column. The columns represent the stages of your sales process. Now, you should absolutely customize these to represent the process your team actually uses. And this is what that looks like inside of HubSpot. So, here were seeing the default stages inside of HubSpot, but you can delete stages, you can add stages, you can rearrange them, rename them, whatever you need to do to make it represent the actual steps of your sales process. Youre gonna wanna make them only represent the steps that you want your sales reps taking in every single deal. So that might look something like this. This is slightly shorter. Yours might be slightly longer. I highly recommend that you make them past tense so

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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What are deal stage properties in HubSpot?

Deal stages are the steps in your pipeline that signal to your sales team that an opportunity is moving toward the point of closing. If you have Edit property settings access, you can create and edit deal pipelines and stages to best suit your teams needs.

What is deal stage probability?

Deal probability: the probability that the deal will close. This property is updated automatically by HubSpot when a user moves a deal to a new stage based on the Win probability set for each deal stage in the pipeline settings.

What is the definition of deal stages?

Deal stages are the steps in your pipeline that signal to your sales team that an opportunity is moving toward the point of closing. If you have Edit property settings access, you can create and edit deal pipelines and stages to best suit your teams needs.

What is the difference between deal probability and forecast probability?

The Forecast Probability is the probability that the deal will close, in decimals. You can use deal stages to categorize and track the progress of your ongoing deals in HubSpot. Each deal stage has an associated probability that indicates the likelihood of closing deals marked with that deal stage.

What are the sales deal stages HubSpot?

The stages are lead generation, lead nurturing, marketing qualified lead, sales accepted lead, sales qualified lead, closed deal, post-sale.

What are the deal stages?

The 7 stages of deal management Process planning stage. The planning stage is one of the most important stages of deal management. Process implementation stage. After outlining your deal management process, its time to implement your plan. Pre-deal stage. Handover stage. Deal stage. Pre-renegotiation stage. Post-deal stage.

What is deal probability?

Deal probability: the probability that the deal will close. This property is updated automatically by HubSpot when a user moves a deal to a new stage based on the Win probability set for each deal stage in the pipeline settings.

What is the difference between a deal and a contact in HubSpot?

An important notejust like an individual cannot live in two neighborhoods at the same time, a contact in HubSpot cannot be associated with multiple companies at the same time. Generally speaking, deals are the business transactions that are associated with a contact or a company.

What is deal probability in Pipedrive?

Probability is the value that represents your confidence in winning a deal by that deals expected close date. Pipedrive automatically calculates the deal values based on the provided probability, making your sales volume predictions easier.

What are the different deal stages?

The seven key sales pipeline stages include: Prospecting. Through ads, public relations, and other promotional activities, potential customers discover that your business exists. Lead qualification. Demo or meeting. Proposal. Negotiation and commitment. Opportunity won. Post-purchase.

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