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HubSpot Pipelines

C
Written by CMM Admin
Updated over 11 months ago

Create a new Pipeline

To make a new Pipeline requires special permissions. If you do not have these permissions and believe you should, please reach out to Via Tech Support.

  1. Navigate to Settings and under Data Management got to Objects > Deals > Pipelines

  2. Next to Select a pipeline: click the dropdown and at the bottom select Create pipeline

  3. Provide a pipeline name, then select Create pipeline

Edit an existing Pipeline

To edit a Pipeline requires special permissions. If you do not have these permissions and believe you should, please reach out to Via Tech Support.

  1. Navigate to Settings and under Data Management got to Objects > Deals > Pipelines

  2. Next to Select a pipeline: click the dropdown and choose the desired pipeline

In this view you can edit different parts of pipelines including:

  • Customizing the view

  • Configuring Stage names and properties

  • Add and edit Pipeline Rules

  • Add and edit Automations

View a Pipeline

The pipeline is a view of a collection of deals and can be found by:

  1. Navigate to CRM > Deals

  2. Find desired pipeline using the dropdown of pipelines in the top left

Add People to a Pipeline

  1. Go to desired contact by:

    1. Find the contact through a relevant pipeline form:

      1. Navigate to Marketing > Forms

      2. Search for the desired form in the search bar

      3. Click on desired form

      4. Choose the Submissions tab

      5. Click the desired contact

    2. Find the contact manually:

      1. Navigate to CRM > Contacts

      2. Search for the desired Contact

      3. Click the desired contact

  2. Scroll to the Deals section of the contact’s page

  3. Click Add in the top right of the Deals section

  4. Choose to Create new deal or choose to Add Existing deal

  5. Add a name in Deal name field

  6. Add to desired pipeline from Pipeline dropdown

  7. Click Create at the bottom of the deal view

Move People within Pipeline

The Pipeline view can appear in two different ways based on what the users settings are.

To swap between the views choose the desired list or board view in the top left of the deals page.

To move contacts in the List view:

  1. Search for or scroll to desired contact

  2. Click the Deal Stage column item of the contact

  3. Search for or scroll to the desired deal stage

  4. Click on the desired deal stage

  5. Click Save in the bottom left to save the deal stage

To move Contacts in the Board view:

  1. Search for or scroll to desired contact

  2. Click and drag the contact to desired deal stage

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