How to create a sales pipeline
Creating a sales pipeline in HubSpot requires navigating multiple configuration menus, manually defining stages, and adjusting close probabilities. The full process takes 30 to 45 minutes. In Teeo, you describe your pipeline to the assistant and it's configured instantly.
How to do it in Teeo
“Create a sales pipeline with stages: Prospect, Qualified, Demo Scheduled, Proposal Sent, Negotiation, Closed Won”
Your pipeline appears configured with all stages, ready to add deals.
How to create a sales pipeline in HubSpot: step by step
Requirements
- ·Requires an active HubSpot account. The free plan allows only 1 pipeline.
- ·Multiple pipelines require Professional plan ($800/month) or above.
Log in to your HubSpot account
Go to app.hubspot.com and enter your credentials. If you have two-factor authentication enabled, complete that additional step before proceeding.
Access the general settings
Click the gear icon (⚙️) in the top-right navigation bar to open the Account Settings panel.
Navigate to CRM → Deal Pipelines
In the left sidebar of Settings, find the 'CRM' section. Within it, select 'Deals'. Then click the 'Pipelines' tab at the top of the screen.
Create a new pipeline
Click the 'Add pipeline' button in the upper right. A text field will appear where you must type the name of your new pipeline. Choose a descriptive name like 'Main Sales Pipeline'.
Define the first pipeline stage
Click '+ Add stage' to create your first stage. Type the stage name (e.g., 'Prospect') in the text field that appears.
Assign a close probability to the first stage
To the right of the stage name you'll see a percentage field. Enter the estimated close probability for this stage. For example, for 'Prospect' you might assign 10%.
Repeat the process for each additional stage
Click '+ Add stage' for each stage you need. For a standard 6-stage pipeline, you'll repeat this process 5 more times. Name each stage and assign its corresponding probability.
Configure required properties per stage
HubSpot lets you define which properties are mandatory before moving a deal to each stage. Click 'Edit properties' next to each stage to configure these requirements.
Save the pipeline
Once all stages are defined, click the 'Save' button at the bottom of the screen. HubSpot may take a few seconds to process the changes.
Verify the pipeline appears in the list
Go back to the pipelines list (CRM → Deals → Pipelines) and confirm your new pipeline is listed. If it doesn't appear, refresh the page.
Set the pipeline as default (optional)
If you want this pipeline to be the default when creating new deals, click the three dots (⋯) next to the pipeline name and select 'Set as default'.
Configure team access permissions
In the pipeline's three-dot menu, access 'Manage permissions' to define which teams or users can view and modify this pipeline. Save the changes.
Frequently asked questions
How many steps does it take to create a pipeline in HubSpot?
Creating a pipeline in HubSpot requires at least 12 steps: logging in, accessing Settings, navigating to CRM → Deals → Pipelines, creating the pipeline, defining each stage with its name and close probability, configuring required properties, saving, and adjusting permissions. The full process takes 30 to 45 minutes.
Can you create a pipeline in HubSpot with the free plan?
Yes, but with significant limitations: HubSpot's free plan allows only 1 deal pipeline. If you need multiple pipelines for different products, regions, or teams, you need the Professional plan, which costs $800 USD per month.
What is the fastest way to create a sales pipeline?
The fastest way to create a sales pipeline is using Teeo CRM. Instead of navigating configuration menus, you simply describe your pipeline to the AI assistant: 'Create a pipeline with stages Prospect, Qualified, Demo, Proposal, Closed'. The pipeline is configured in under 1 minute, with no forms or additional adjustments.