Moving a Deal to Contract Sent
Ed Frame
4 steps
16 seconds
HubSpot
1
Click "Contract Sent (Commit)"
2
...or in the Pipeline by clicking and dragging the deal to "Contract Sent"
3
Complete/update all fields when prompted and then click "Apply"
Tip! Make sure the details here match those in the Contract.
4
Complete all fields and click "Apply"
Moving a Deal to Contract Sent
Ed Frame
4 steps
16 seconds
HubSpot
1
Click "Contract Sent (Commit)"
2
...or in the Pipeline by clicking and dragging the deal to "Contract Sent"
3
Complete/update all fields when prompted and then click "Apply"
Tip! Make sure the details here match those in the Contract.
4
Complete all fields and click "Apply"
