I would like to switch 2 stages in our pipeline. Because it fits our Sales process better. There are already deals in these stages and need to switch also. What is the best way to do this?
Under Settings > Objects > Deals > Pipelines, you should see a list of your deal stages. By clicking and dragging the dots at the beginning of a row, you can switch them:
HubSpot will keep the deals in the stage they're currently and move them to their new position.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Under Settings > Objects > Deals > Pipelines, you should see a list of your deal stages. By clicking and dragging the dots at the beginning of a row, you can switch them:
HubSpot will keep the deals in the stage they're currently and move them to their new position.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer