Pipeline set up

[RMcTough]

Hey, I am trying to set up my pipelines, I currently have 3 pipelines within DEALS. Which is Lead pipeline, Deals pipeline and installation pipeline. Having a Leads Pipeline within Deals was suggested to me  but I am really confused as to why I need a Leads pipeline within Deals? Cant I have a Leads pipeline and speperately have a Deals pipeline?

Thanks for 

[karstenkoehler · Accepted solution]

Hi @RMcTough,

It's hard to say without having more context, but generally, correct, it's not best practice to have a deal pipeline for managing leads. Deal pipelines are for managing opportunities, and leads should be managed either with the contact object or the lead object within the sales / prospecting workspace.

Best regards!

[Wesimplifi_ · Accepted solution]

Hi @RMcTough,

You can absolutely have separate pipelines for Leads and Deals, but having a Leads pipeline within Deals is often recommended for better tracking and a smoother transition from prospect to closed deal.

The idea is that your Leads pipeline helps qualify prospects before they enter the main Deals pipeline. This way, you’re keeping everything within the same object (Deals), making it easier to report on pipeline progression, automate follow-ups, and avoid losing track of potential opportunities.

However, if you prefer, you can use the Leads object in HubSpot instead and keep your Deals pipeline strictly for sales opportunities. It really depends on your sales process and what works best for your team.

[RMcTough]

Hey Karsten, 

Thank you for the prompt reply and thank you for clarfiying on this, makes more sense! 

Kindest,

Ruby

[karstenkoehler · Accepted solution]

Hi @RMcTough,

It's hard to say without having more context, but generally, correct, it's not best practice to have a deal pipeline for managing leads. Deal pipelines are for managing opportunities, and leads should be managed either with the contact object or the lead object within the sales / prospecting workspace.

Best regards!