How to see Stale Deals (open past close date) and Make Updates.

This guide provides a straightforward method for accessing stale deals in HubSpot, allowing users to efficiently manage and review opportunities that have surpassed their close dates. By following the outlined steps, users can quickly identify and evaluate these deals, ensuring they don't miss potential revenue opportunities. It's an essential resource for sales professionals looking to optimize their workflow and maintain an organized pipeline.

Cheryl Parker
13 steps
2 minutes

HubSpot

In HubSpot, Click here.

Click "Sales"

Click "Deals"

Make sure you have the correct Pipeline selected.

Click "Stale close date"

You can update the close date directly from this screen. Just click on the close date.

Choose new date

Click "Save"

You can review the details about the deal by clicking on the deal name "Kaplan Quote #528173 - Test Order 2"

If you want to see more in depth activity click "View record"

You can update the Deal Stage by clicking here

Choose appropriate stage

Click "Apply"

Now your deal has been updated.