HubSpot Sales Pipeline Configuration for B2B Teams

Configure a complete B2B sales pipeline in HubSpot for [COMPANY NAME], which sells [PRODUCT/SERVICE] to [TARGET SEGMENT] with a sales cycle of [DURATION] and average deal size of $[AMOUNT].

**1) Pipeline Stages (6–8 stages):**

For each stage, define:
- Stage name
- Close probability (%)
- Entry criteria (what MUST have happened to enter)
- Exit criteria (what MUST happen to advance)
- Maximum time in stage (alert if exceeded)
- Required fields when moving to this stage

Suggested stages:
- New Lead → Qualified → Meeting Scheduled → Discovery Complete → Proposal Sent → Negotiation → Closed Won / Closed Lost

**2) Custom Properties (fields):**

On the Deal:
- 8–10 essential fields (loss reason, lead source, competitor, decision-maker, etc.)
- Required vs. optional fields per stage

On the Contact:
- 5–6 fields beyond standard (title, LinkedIn, DISC profile, etc.)

On the Company:
- 5–6 fields (industry, size, technology stack, revenue, etc.)

**3) Automations (Workflows):**
- Auto-assign leads by criteria (region, industry, round-robin)
- Notification when deal is stalled for X days
- Automatic task when moving stages
- Automated email on deal creation (thank you message)
- Manager alert when high-value deal enters negotiation

**4) Reports and Dashboards:**
- Sales rep dashboard (5 essential widgets)
- Manager dashboard (8 essential widgets)
- Monthly forecast report
- Loss reason report
- Pipeline velocity report

**5) CRM Hygiene Rules:**
- What to fill in during each interaction
- When to move deal to Lost (clear criteria)
- Monthly cleanup: zombie deals, duplicates, incomplete data
- Update SLA: every deal must be updated at least once/week

**6) Recommended Integrations:**
- Email (Gmail/Outlook)
- WhatsApp (native integration or third-party)
- LinkedIn Sales Navigator
- Proposal tools (PandaDoc, Proposify)

Account for HubSpot Free/Starter plan and note what requires an upgrade.