Guide: How to Update Deal (Closed Lost) in Hubspot

Kim Huey
|
8 steps
|
4 minutes

Teesom

Freshchat

HubSpot

Google Chat

Gmail

1

Click "Sales"

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2

Click "Deals"

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3

Click the lost deal ("West Ashley High School - Marching Band 2023")

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4

Drag the deal to "Closed Lost"

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5

Click the "Closed Lost Reason" field.

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6

Type answer Ex: "Project canceled"

7

Click the "Amount" field. Enter correct amount from teesom if applicable

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8

Click "Save"

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