How to Update Deal Stage in HubSpot Quickly

Why Stage Updates Matter

Keeping deal stages current is critical for:

• Accurate forecasting - stage determines probability
• Pipeline visibility - managers need real-time status
• Workflow automation - triggers fire on stage changes
• Rep accountability - stale stages hurt credibility

Yet reps often delay updates because it's too many clicks.

The Traditional HubSpot Way

To update a deal stage:

1. Navigate to Deals
2. Search for the deal
3. Open the deal record
4. Click the Stage dropdown
5. Select the new stage
6. Optionally add a note
7. Save (auto-saves, but requires page load)

If you're on mobile or in a meeting, this is tedious.

The Shabe Way

Just say what you need:

"Move the Acme deal to Negotiation"

Or:

"Update BigCo deal to Closed Won"

Shabe finds the deal, updates the stage, and confirms instantly.

Query Examples

"Move Acme to Proposal stage"
"Change the TechCorp deal to Closed Lost"
"Update deal #12345 to Negotiation"
"Move all my demo-stage deals to Proposal"
"Set the Enterprise deal to Contract Sent"

Batch Updates

Update multiple deals at once:

"Move all deals in Demo for more than 30 days to Proposal"
"Update my stale qualification deals to Closed Lost"
"Bulk update all my proposal deals to Negotiation"

Smart Stage Suggestions

After updating, Shabe suggests next steps:

You moved Acme to Negotiation.

Next steps:
- Create a task to send proposal
- Log a call about pricing
- Schedule a demo

Why Fast Updates = Better Data

When stage updates are frictionless:

• Reps update in real-time - no more "I'll update it later"
• Forecasts are accurate - current data, not stale
• Automations work - triggers fire when they should
• Managers trust the pipeline - reflects reality

Get Started

Connect your HubSpot to Shabe and try "Move [deal name] to [stage]" to update deals instantly.