Setting up your sales process in HubSpot

With your sales process clearly defined, it is time to set them up as deal stages in HubSpot. A deal stage is simply the milestones a salesperson must complete in order to move an opportunity forward. To do so, follow these steps:

1. Navigate to Settings on the top menu. Then, on the right-hand side menu bar, scroll down to Data Management | Objects | Deals. Scroll down a bit more and you will then see the fields for stage names, as demonstrated in the following screenshot:

Figure 3.1 – Updating Deals stages

2. Now, replace the existing stages with your pre-defined stages. It is also important to add the probability of winning the deal to each stage. This is often a guesstimate at this stage and doesn't have to be 100% accurate. However, as your sales process becomes more precise, you can always return and update these probabilities as it will affect your forecasting reports.
3. Once completed...