Change Default Pipeline

DRosier — Tue, 28 Jul 2020 19:15:59 GMT

We are just getting hubspot setup and we are confused as to how deals are categorized. We are integrated via Groove with BigCommerce and our new transactions from our website are now landing in "deals" in hubspot. They are coming into the deals screen without a pipline assigned to them - meaning they are not ecommerce or sales but if you select "All Pipelines" they appear. How do we make it so these deals are assigned to a pipeline - hopefully one we created for these sales?

Re: Change Default Pipeline

Krystina — Wed, 29 Jul 2020 01:43:01 GMT

Hi @DRosier ,

Welcome to the HubSpot Community! 🙂

Hopefully, this Knowledge Base article from HubSpot will help... https://knowledge.hubspot.com/deals/set-up-and-customize-your-deal-pipelines-and-deal-stages.

Edit or create a new deal pipeline

In your HubSpot account, click the settings icon settings in the main navigation bar.
In the left sidebar menu, navigate to CRM > Deals.
In the Deal Pipelines and Stages section, you can view and edit the structure of your current pipelines or create a new pipeline.
- To edit the stages in one of your existing pipelines, click Edit next to the stage.
- To create a new pipeline, click + Add another pipeline.

Please note: only Sales Hub Starter, Professional or Enterprise accounts can create multiple pipelines. Learn more about the maximum number of pipelines you can create in your HubSpot account depending on your subscription.

topic Re: Change Default Pipeline in Sales Hub Tools

Change Default Pipeline

Re: Change Default Pipeline

Edit or create a new deal pipeline