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      How to manage your Deal Pipeline in HubSpot

      How to manage Deal Pipelines in Hubspot.

      The default setting should automatically open your Deal Pipeline when you log into HubSpot. If not, please follow these steps:

      1. Log into HubSpot
      2. Click on the HubSpot icon at the top left or continue below
      3. Select CRM from the left nav menu
      4. Select Deals
      5. If your pipeline is not already in Kanban view (cards in columns), select the nine-square symbol below Deals at the top left
      6. Drag and drop your Deal card through your pipeline as you need to—some stages may require additional information