Sales Hub Tools

LLampe
Participant

switching stages in the pipeline

Résolue

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? 

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

switching stages in the pipeline

Résolue

Hi @LLampe,

 

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:

 

karstenkoehler_0-1684225076155.png

 

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

Beratungstermin mit Karsten vereinbaren

 

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0 Votes
1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

switching stages in the pipeline

Résolue

Hi @LLampe,

 

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:

 

karstenkoehler_0-1684225076155.png

 

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

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes