Using HubSpot for Sales Pipeline Management
Manage your sales pipeline with HubSpot CRM. Visual deal boards, automated follow-ups, forecasting, and activity tracking.
Overview
HubSpot's sales pipeline gives you a visual Kanban board of every deal in progress. Drag deals between stages, set up automated follow-up tasks, and get accurate forecasts — all connected to your full contact and company history in the CRM.
Benefits
Why use HubSpot for sales pipeline?
Visual Kanban-style deal board with drag-and-drop stage management
Automatic activity logging — emails, calls, and meetings tracked without manual data entry
Deal forecasting based on stage probability and historical close rates
Automated task creation and follow-up reminders at each pipeline stage
How it works
Getting started
- 1
Go to Sales → Deals to view your pipeline board
- 2
Customize pipeline stages to match your sales process (Settings → Deals → Pipelines)
- 3
Create deals manually or automatically from form submissions and meetings
- 4
Set up automation: auto-create tasks when deals move to a new stage
- 5
Use the forecast view to predict revenue based on pipeline value and close probability
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