Right deal, wrong pipeline? No worries!
If the deal stage and pipeline assigned at the creation of the deal need to be adjusted, HubSpot makes it as simple as opening the dropdown menu from the preview page and selecting the correct sales pipeline. Watch below for specifics.
Note: To edit the deal stages themselves or add a deal stage, you will need to go to your object settings rather than the deal preview page.
If for some reason I need to change the pipeline that a deal is assigned to, I can do it directly from this deal's page here. All I need to do is open up the preview, and this can also be done from the deal record itself, but I find it simplest to do from the preview page here.
You'll see that currently it's in the renewals pipeline. All I need to do is open this dropdown up and I can select whatever pipeline it should be assigned to. It's going to ask me basically to confirm which pipeline it's supposed to be assigned to and then also to confirm the stage that it should go in. I'm going to move this to the first stage for this pipeline here.
It's going to ask if I have, in this case, scheduled a discovery call. Any sort of mandatory properties that are necessary will be shown here as well as non-mandatory properties. You can differentiate the two between, if there's an asterisk or not. Once I fill this out, I can go ahead and select save. And as I move over here to the new sales certification, you'll see that the deal has now moved into the new sales certification pipeline.
RevPartners has set in motion the mission of democratizing revops for scaling companies. So far, the mission has been a success! A significant part of that success is due to our partnership with HubSpot, the #1 CRM company for scaling companies looking for an integrated platform experience to supercharge their growth. Our team of veteran revenue-growth experts holds 300+ HubSpot Certifications (12:1 cert to employee ratio) and has consistently demonstrated an ability to help scaling companies successfully adopt HubSpot. RevPartners has become the fastest-tiering solutions partner, reaching Diamond status in only five months after being founded and expected to gain Elite by mid 2022. Additionally, we are one of less than 30 global solutions partners to hold the Partner Scaled Onboarding and Advanced CRM Implementation Accreditations.
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