--- title: Learn how to select which HubSpot pipelines and pipeline stages appear in your customer portal and set a default stage for new records. description:   Overview Within the Pipelines tab of each object’s configuration, you control exactly which pipelines and stages portal users can interact with. You can image: https://digitalwoods.io/hubfs/Gemini_Generated_Image_ennmtvennmtvennm.webp --- [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) [Get Started Free](https://app.woodsportal.com/login) Book a Demo [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) ###### Follow Us Book a Demo [Home](https://digitalwoods.io/) [Blog](https://digitalwoods.io/resources) Knowlege-Base Share # Configuring Pipelines for Your Portal in WoodsPortal ![featured\_image](https://digitalwoods.io/hubfs/Gemini_Generated_Image_ennmtvennmtvennm.webp) Content Index   ### **Overview** Within the **Pipelines** tab of each object’s configuration, you control exactly which pipelines and stages portal users can interact with. You can hide unwanted pipelines, show only relevant stages, and define the default stage for newly created records. --- **Before you begin** - **Admin permissions**: You must be a **Super Admin** or **Partner Admin** in HubSpot. --- ### Step-by-Step Instructions 1. **Open the Pipelines Tab** - In WoodsPortal Admin, go to **HubSpot Objects**. - Select your object (e.g., **Deals**, **Tickets**) and click **Configure**. - Switch to the **Pipelines** tab. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jul-03-2025-01-20-01-7091-PM-2.png?width=532&height=124&name=image-png-Jul-03-2025-01-20-01-7091-PM-2.png) 2. **Enable Pipeline Visibility** - For each pipeline listed, use the **Visible** toggle to show or hide it in your portal. - Only pipelines with **Visible** turned on will appear to portal users. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jul-03-2025-01-19-00-8093-PM-2.png?width=1270&height=356&name=image-png-Jul-03-2025-01-19-00-8093-PM-2.png) 3. **Configure Pipeline Stages** - Click **Configure Stages** next to a visible pipeline. - In the stages list, toggle **Visible** on for any stage you want portal users to see. - Uncheck stages that should remain internal. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/image-png-Jul-03-2025-01-19-34-7833-PM-2.png?width=651&height=415&name=image-png-Jul-03-2025-01-19-34-7833-PM-2.png) 4. **Set the Default Stage** - After selecting visible stages, choose one stage from the **Default Stage** dropdown. - New records created via the portal will automatically enter this default stage. 5. **Save Your Changes** - Click **Save** at the bottom of the Pipelines tab to apply visibility and default settings. --- **Troubleshooting** | Issue | Resolution | | --- | --- | | Pipeline not listed | Confirm the pipeline exists in your HubSpot account under **Settings \> Objects \> \[Object\] \> Pipelines**. | | Stage missing in Configure Stages dialog | Ensure the pipeline is marked **Visible**, then reopen **Configure Stages** to see its stages. | | Default Stage dropdown is empty | Toggle at least one stage to **Visible** before setting a default. |   ---   Share this article: ### Have a project in mind? 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