Welcome back to The Hubcast, folks: A weekly podcast all about HubSpot news, tips, and tricks. Please also note the extensive show notes below, including some new HubSpot video tutorials created by George Thomas.
Free Guide: The Inbound Marketer’s Guide to Maximizing HubSpot ROI
Leader: CEO & CHIEF CREATOR/THINKER - KYMBERLY ROBINSON
Why: Two HubSpot Impact Awards, Nice Swag section of their site, Love the homepage graphics, “GET MORE CUSTOMERS, A BETTER PIPELINE, & REPEATABLE ROI.“
Start Using Send Time Optimization With The Seventh Sense
Create Multiple Deal Pipelines in HubSpot CRM
Not all Sales cycles within an organization are created equal. In companies that offer several products, operate in multiple countries, across verticals, or simply have distinct funnels (e.g. new customer vs. Upsell), sales teams need the flexibility to track unique sales processes in different ways.
With today’s update, HubSpot CRM now provides that flexibility, allowing sales teams to create multiple Deal pipelines. This enables them to work more efficiently, and to customize their processes around the unique needs of their buyers.
How it works
Within HubSpot CRM, navigate to Settings => Deals, and scroll down to the section for Editing Deal Stages. Click Manage Pipelines, and you’ll see a new link to Add Pipeline. Once you’ve added your new pipeline, you can create and customize your deal stages to align with the unique features of the sales process.
When you head back to your Deal dashboard, the title of your pipeline will now be a dropdown, enabling you to select any of your newly-created pipelines.