How To Create A Deal In HubSpot

How To Create A Deal In HubSpot

1. Log In to HubSpot: Access your HubSpot account.
2. Navigate to Sales: Click on the "Sales" tab in the main menu.
3. Select Deals: Choose "Deals" from the dropdown options.
4. Click on Create Deal: Find and click the "Create Deal" button.
5. Fill in Deal Information: Enter details like deal name, amount, and close date.
6. Assign to a Pipeline: Choose the appropriate sales pipeline for the deal.
7. Add Associated Contacts: Link relevant contacts to the deal.
8. Set Deal Stage: Select the current stage of the deal in the pipeline.
9. Save the Deal: Click "Save" to finalize the creation of the deal.