How to Create a Deal in Hubspot

HubSpot

  1. 1. Scroll down on the left of the contact card to Deals and click "+Add"

    Scroll down on the left of the contact card to Deals and click "+Add"

  2. 2. Deal Naming Convention is: [COMPANY NAME] - [LOCATION NAME or ADDRESS] - [NEED: i.e. Cameras, Access Control, Remote Guarding]

    Deal Naming Convention is: [COMPANY NAME] - [LOCATION NAME or ADDRESS] - [NEED: i.e. Cameras, Access Control, Remote Guarding]

  3. 3. Name your Deal

    Deal Naming Convention is:

    [COMPANY NAME] - [LOCATION NAME or ADDRESS] - [NEED: i.e. Cameras, Access Control, Remote Guarding]

    Name your Deal

  4. 4. Select the Appropriate Pipeline

    Select the Appropriate Pipeline

  5. 5. SQL Created by is You!

    SQL Created by is You!

  6. 6. Pick the Rep who will be working the deal

    Pick the Rep who will be working the deal

  7. 7. Briefly describe what you know about the Deal

    Briefly describe what you know about the Deal

  8. 8. Click on Deal type

    Click on Deal type

  9. 9. Deal Bucket should be "New"

    There are other Deal Buckets that we have used historically. As of 2024, "New" and "Existing" are the only valid deal buckets.

    Deal Bucket should be "New"

  10. 10. Leave Amount Blank

  11. 11. Hit "Create" and you're done!