How to create a new deal | Scribe

    How to create a new deal

    • HubSpot Admin |
    • 15 steps |
    • 2 minutes
    • HubSpotHubSpot

    Create a new deal from the deal index page

    1
    Click "Deals"
    2
    Click "Create deal"
    3
    Add a Deal Name, Pipeline and a Deal Stage
    4
    Specify additional deal properties if you know the info for them
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    Tip! Fields with an asterisk (\*) are required to create a new deal
    5
    Give the deal an estimated close date. This will be used in forecast reports.
    6
    Associate it with a **Contact** and a **Company**
    7
    When done, click "Create"

    Create a deal from a contact or company record

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    Tip! Create a new deal from a contact or company record to automatically have contacts and companies associated to the new deal!
    8
    Go to the **Search Bar** and search for your **Contact/Company**
    9
    Click "SOP Experts"
    10
    Go to your right-side bar and find "Deals" and click "Add+"
    11
    When you've filled out all the info, click "Create" to create the deal
    12
    It'll be associated with the Contact/Company you are creating the deal from. Add the missing value if needed.
    13
    Click "Create" when done.

    Add notes or task

    14
    On your deal page, you can add Notes or Tasks to collaborate with another team member
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    Tip! Not sure how tasks and notes work? Watch this 6-minute video: <https://www.loom.com/share/2f63a8aea64e4cfe84e3a4af8f5d2d4b>