Deal stage tracker

[Patti_R]

Hello! How do I get the Deal Stage Tracker that appears when working in the sales workspace added to the Deal property?

[karstenkoehler · Accepted solution]

Hi @Patti_R,

You can find this in the deal record customization: https://knowledge.hubspot.com/object-settings/customize-records

Best regards!

[RubenBurdin]

Hi @Patti_R,

 That tracker is a standard sidebar card—you just have to add it to the deal-record layout your reps use.

Add “Deal stage tracker” to a layout

1. Settings  → Objects → Deals

2. Open Record customization (or Layouts in the older UI).

3. Choose the layout you’re editing (Default layout or a team layout) → Left sidebar tab.

4. Click Add card ➜ search for Deal stage tracker ➜ Add.

5. Drag it where you want in the sidebar and Save.

Anyone whose profile uses that layout will see the stage-progress bar, the “stage for X days” chip, and the activity/next-step summary exactly like the one in your screenshot.

Hope I helped You.!

Ruben Burdin 

Real-Time Data Sync Between any CRM or Database | Founder @Stacksync (YC W24)

[karstenkoehler]

---

@RubenBurdin wrote:

Choose the layout you’re editing (Default layout or a team layout) → Left sidebar tab.

As far as I know, the left sidebar does not support a stage tracker. Was this a gen AI slip-up, Ruben? If so, please keep in mind that the community guidelines require a disclaimer on generative AI answers.