How to Create a Deal in HubSpot

It may seem like a simple task to understand, how to create a deal in HubSpot, but if you’re new to the CRM all those words come across as overwhelming. I can still remember the first time I logged into HubSpot, I was so confused by deals, activity feeds, properties. Honestly, it’s why I make videos now, to help people understand the software as they first begin using it, or begin using a new part of it. So today the video I’ve got for you is How to Create a Deal in HubSpot.

Like I said, it’s not a complicated task but there are a lot of steps and you want to make sure when you create a deal in HubSpot you’re doing it properly or at least creating a proper system for everyone at your company to duplicate.

Watch below to learn how to create a deal in HubSpot:

Here are the steps on how to create a deal in HubSpot:

1. Navigate to CRM > Deals > Create deal.
2. Fill in the information:
   • Add a Deal name, select a Pipeline and a Deal stage to house your deal.
   • Then, fill in any additional information like the Amount, Close date, Deal owner, Deal type, Priority, and more.
   • Associate your deal to a contact and/or company.
3. Once you are finished filling in the information for your deal, click Create.

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

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