How to Create a Deal in HubSpot

how to create a deal in HubSpot

Written by

Adrienne Huss

Created on

June 20, 2022

How to Create a Deal in HubSpot

In this video tutorial, you will learn everything related to deals and how to create them using HubSpot.

This might seem like a simple task. But if you’re new, it can be overwhelming.



Here’s how to do that:

  1. Click sales
  2. Click deals
  3. Click your pipeline
  4. Create deal
  5. Name deal
  6. Deal Stages
  7. How much the sale is worth
  8. Sales cycle
  9. Deal owner
  10. Deal type
  11. Priority
  12. Associate a contact and company
  13. Product associated with deal
  14. Create

That’s it! Now you know how to create a deal in HubSpot!

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