How to add more stages to my pipeline
Adding stages to an existing pipeline in HubSpot requires accessing Settings, navigating to CRM > Deals > Pipelines, selecting the correct pipeline, and adding new stages with name and close probability. The process takes 15 to 20 minutes. In Teeo, you tell the assistant which stages to add and they're included instantly.
How to do it in Teeo
“Add the stages Negotiation and Contract Signing to my main sales pipeline”
The stages are added to the pipeline in the order and position you specified.
How to add more stages to my pipeline in HubSpot: step by step
Requirements
- ·Pipeline stages are configured in Settings > CRM > Deals > Pipelines.
- ·The free plan allows modifying stages of the single available pipeline. Paid plans allow multiple pipelines.
- ·When adding a stage, you must assign a close probability percentage. This affects sales forecast calculations.
Log in and access Settings
Go to app.hubspot.com and log in. Click the gear icon (⚙️) in the top-right navigation bar to open the Account Settings panel.
Navigate to CRM in the sidebar
In the left sidebar of Settings, find and click 'CRM'. A submenu with CRM configuration options will expand.
Select Deals then Pipelines
Within the CRM menu, click 'Deals'. Then at the top of the screen, select the 'Pipelines' tab. You'll see the list of your active pipelines.
Select the pipeline you want to modify
If you have more than one pipeline, click the name of the pipeline you want to add stages to. With the free plan, you'll only have one pipeline available. You'll see the current stages in order.
Add a new stage
Click the '+ Add stage' button that appears below the existing stages or between them. A new editable row will be created in the stage list.
Write the new stage name
In the text field of the new row, write the stage name, for example: 'Negotiation'. Make sure the name is clear and recognizable for the entire sales team.
Assign the close probability
To the right of the stage name, enter the close probability percentage. For example: 'Negotiation' might have 60% and 'Contract Signing' 90%. This percentage is used in HubSpot's sales forecasts.
Save changes and verify the order
Once all new stages are added, click 'Save' to save the changes. Verify the stages appear in the correct pipeline order. If you need to reorder them, you can drag them with the drag icon (⋮⋮) that appears on the left side of each stage.
Frequently asked questions
How many stages can a pipeline have in HubSpot?
HubSpot does not set a specific limit on the number of stages per pipeline. However, it is recommended to keep between 5 and 8 stages so the pipeline is manageable and realistically reflects the sales process. Too many stages can complicate daily tracking.
Can I reorder pipeline stages in HubSpot without losing deals?
Yes. You can drag and drop stages to change their order in Settings > CRM > Deals > Pipelines. Existing deals in each stage remain assigned to their stage even if you change the order. HubSpot does not automatically move deals when reordering.
Does renaming a pipeline stage affect already-assigned deals in HubSpot?
It does not affect deals in terms of data. Deals will remain assigned to that stage with the new name. However, if you have Workflows or reports that filter by stage name, you'll need to update them manually to reflect the new name.