Introduction

Editing deal stages in HubSpot is crucial for customizing your sales pipeline to fit your business process. This feature allows you to update, add, or remove stages, ensuring that your pipeline aligns with how your sales team operates. We've provided a step-by-step interactive guide on how to edit deal stages in HubSpot and show how Superjoin can help you manage deal stages more efficiently, especially when working with bulk updates or managing multiple pipelines.

Why Editing Deal Stages Is Important

• Customizes Sales Process: Allows you to tailor your pipeline to match how your team handles deals, improving accuracy.

• Improves Pipeline Visibility: Ensures each deal stage reflects the current status of your deals, helping your team stay on track.

• Increases Efficiency: Streamlines the sales process by ensuring that each stage represents a clear step forward.

• Enhanced Reporting: Provides accurate deal stage data, improving your ability to forecast and track sales performance.

How to Edit Deal Stages in HubSpot

Using HubSpot's Built-In Tool

Note: Editing deal stages is available on all HubSpot plans.

Steps:

1. Go to Settings: Click the gear icon in the top bar of your HubSpot dashboard to access settings.

2. Navigate to Deals Settings: In the left-hand menu, go to Objects and select Deals.

3. Click the Pipelines Tab: Navigate to the Pipelines tab to access your deal stages.

4. Select the Pipeline: From the dropdown menu, choose the pipeline you want to edit (e.g., Accounts pipeline).

5. Scroll Down to Find the Stages: Scroll through the selected pipeline to view and edit the deal stages.

Here, you can modify existing stages, add new stages, or remove stages that are no longer relevant to your sales process.

Using Superjoin for Advanced Deal Stage Management

Superjoin allows you to manage deal stages more efficiently by syncing your HubSpot data with Google Sheets. This is especially useful for bulk updates or managing multiple pipelines simultaneously.

Steps:

1. Install Superjoin: Open Google Sheets, go to Extensions > Add-ons > Get add-ons, and search for Superjoin to install it.

2. Launch Superjoin: Open Superjoin by navigating to Extensions > Superjoin > Launch.

3. Connect HubSpot: In the Superjoin panel, click Sources, select HubSpot, and authorize the connection.

4. Import Deal Data into Google Sheets: Select Deals, including the pipeline and deal stage properties, and click Import to sync your deal data.

5. Edit Deal Stages in Bulk: Use Google Sheets’ filtering and editing capabilities to update deal stages for multiple deals or pipelines at once.

6. Sync Back to HubSpot: Once your edits are complete, use Superjoin’s 2-way sync feature to push your updates back to HubSpot, ensuring your pipeline is up to date.

Advantages of Using Superjoin

• Bulk Editing: Superjoin allows for bulk deal stage updates, saving time and reducing manual errors.

• Automatic Data Syncs: Superjoin provides weekly, daily, or hourly refreshes, ensuring that your deal stages remain current.

• 2-Way Sync Feature: Superjoin’s 2-way sync allows you to manage deal stages in Google Sheets and push changes back to HubSpot automatically.

Superjoin enhances your ability to manage deal stages at scale, making it ideal for businesses managing complex sales processes or large pipelines.

Best Practices for Deal Stage Management

• Keep Deal Stages Clear: Each stage should represent a significant step in the sales process. Avoid overcomplicating the pipeline.

• Regularly Review and Update Stages: Ensure your deal stages remain relevant as your sales process evolves.

• Leverage Bulk Tools: For large pipelines or frequent updates, use Superjoin to make bulk changes, saving time and maintaining accuracy.

• Align with the Sales Team: Ensure the sales team understands each stage and how deals should progress to avoid bottlenecks.

Summary

Editing deal stages in HubSpot is a critical part of keeping your sales pipeline aligned with your business needs. HubSpot’s built-in tool allows for easy customization of your pipeline, while Superjoin offers advanced features such as bulk updates and seamless synchronization with Google Sheets. With Superjoin, businesses managing large or complex pipelines can easily keep their deal stages updated and in sync with HubSpot’s CRM system. Try Superjoin today!