Creating a New Deal
Ed Frame
15 steps
50 seconds
HubSpot
1
Click CRM in the side menu
2
Click "Deals"
3
Click "Co Working - New Business" pipeline
4
Click "Create deal"
5
Enter the Deal name.
6
Select the Lead Source
7
Select Locations interested in
8
Select Co-working deal type
9
Select Deal Stage
10
Select the predicted Deal Close Date
11
Search for Company & Contact, and select if they exist. If not, the next guide shows you how to add a Company & Contact
12
Click "Add timeline activity from" to show recent emails from that Company/Contact in the Deal
13
Click "Add a line item" and search for item if you know the specific product they are enquiring about. Leave blank if not
14
Click "Create"
15
You'll be taken to the new Deal.
Creating a New Deal
Ed Frame
15 steps
50 seconds
HubSpot
1
Click CRM in the side menu
2
Click "Deals"
3
Click "Co Working - New Business" pipeline
4
Click "Create deal"
5
Enter the Deal name.
6
Select the Lead Source
7
Select Locations interested in
8
Select Co-working deal type
9
Select Deal Stage
10
Select the predicted Deal Close Date
11
Search for Company & Contact, and select if they exist. If not, the next guide shows you how to add a Company & Contact
12
Click "Add timeline activity from" to show recent emails from that Company/Contact in the Deal
13
Click "Add a line item" and search for item if you know the specific product they are enquiring about. Leave blank if not
14
Click "Create"
15
You'll be taken to the new Deal.
