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HubSpot Deals

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Written by CMM Admin
Updated over 11 months ago

Create a new Deal

  1. Navigate to CRM > Deals and in the top right corner click Create Deal

  2. Fill all required information

    1. Add a Deal Name

    2. By default the Deal will add the pipeline you are currently viewing on the page

  3. Click Create at the bottom of the deal view

Edit an Existing Deal

  1. Navigate to desired deal

  2. In the panel on the left, find About this deal

  3. You can edit the desired properties of the deal by clicking into them

  4. Select Save at the bottom left corner to save changes

Automated Deal creation

To automatically create a deal as part of a workflow see: HubSpot Workflows

View a Deal

  1. Navigate to CRM > Deals

  2. Find desired pipeline using the dropdown of pipelines in the top left

  3. In the desired pipeline you can search or scroll for the desired deal

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