How to edit a contact & create a new deal from the contact record
You can add or edit a property value from within an individual record.
HubSpot Admin
|
16 steps
|
50 seconds
HubSpot
1
Go to your desired **Contact**
2
Choose the property on your left-side bar to start editing.
3
Choose the new value and click it.
4
Do it again for all properties that need to be updated.
5
Select your new value.
6
Continue with the next property and click "Save" when done
Add a new deal to a contact record
7
Go to your right-side bar and find "Deals"
8
Click "+ Add"
9
Start filling out information in the **Deal Creation Form.** Deal Name, pipeline and deal stage and required information.
10
Scroll down and continue adding all properties.
11
Click "NJ"
12
Click the "Amount" field.
13
Click "Priority".
14
Click "High"
15
Your **New Deal** will be associated to the Contact and Company record.
16
When done, Click "Create"
Your contact and the associated company is now associated with the new deal!
