Steal these HubSpot pipeline setup tips as inspiration to delineate a clear process for each stage of your customer journey
Do you want a clear separation between how different teams manage customers?
Many teams want to avoid conflicts between how teams use specific objects. For example, if sales is already using HubSpot deals, then managing onboarding using HubSpot tickets creates a clear separation.
Having a separate pipeline for each stage means means:
To configure your deal stages in HubSpot, go to Settings > Objects > Deals > Pipelines
To configure your deal card view in HubSpot, go to Settings > Objects > Deals > Pipelines > Customize board and card view
In our sales pipeline example, we'll show the Amount, Close Date, Next step, and Deal owner properties
To configure your deal stages in HubSpot, go to Settings > Objects > Tickets > Pipelines
To configure your deal card view in HubSpot, go to Settings > Objects > Tickets > Pipelines > Customize ticket card
In our onboarding pipeline example, we'll show the HubSpot ticket owner along with Arrows plan data on the ticket card:
🌟 Bonus tip: Use pipeline tags to highlight the critical data points that mean the most to you
Explore easy-to-setup templates to kickstart your onboarding process in no time.
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