Save for Later
This guide was created with Scribe in
10 seconds.
Sign in and create your own!
How do I create a deal in HubSpot?
Creating deals in HubSpot is an important part of managing customer relationships and tracking sales progress. Knowing how to create a deal in HubSpot can help you keep track of customer interactions, monitor sales progress, and ensure that you are providing the best customer experience possible. Additionally, creating deals in HubSpot can help you better understand customer needs and preferences, allowing you to tailor your sales and marketing strategies to better meet their needs.
Grace Everwood
|
0 step
|
10 seconds
HubSpot
1
Go to [https://hubspot.com](https://hubspot.com) HubSpot ID]/deals/list/view/all/.
2
Click the "Create deal" button.
3
Enter the deal name in the "Deal name" field.
4
Enter the deal amount in the "Amount" field.
Zoom Saved
5
Select the deal type from the "Deal type" dropdown menu.
6
Select the deal stage from the "Deal stage" dropdown menu.
7
Select the deal owner from the "Owner" dropdown menu.
8
Enter the deal close date in the "Close date" field.
9
Click the "Save" button.
Zoom Saved
Was this Scribe helpful?
Save this document for future reference.
Save for Later
Have something to say?
Create an account to leave messages for the author to see!
Create an account
Feedback
This Scribe is in tip-top shape!
Leave feedback if there are any issues with this Scribe