How to create Deals in HubSpot and associate records to Deals.
Create a Deal from your Deals home page
To manually create a deal:
- In your HubSpot account, navigate to CRM > Deals.
- In the upper right, click Create deal.
- In the right panel, enter the details of the deal.
- In the Associate deal with section, you can search for and select records the deal is related to, i.e. company. You can also do this from the Deal record itself, so feel free to skip the Associate deal with section.
- Click Create deal. If you want to create another deal, click Create and add another.
Create a Deal on a Record
To create a deal from a record you want associated with the deal (i.e. a company in the CRM):
- In the right panel of the record, in the Deals section, click + Add.
- Enter the details for your new deal. By default, the deal will be associated to whatever record you created it from.
- Once you're done, click Create, or Create and add another to add an additional new deal.
Associate Companies to the Deal Record
All deals need a benefit firm, company/client, and TPA associated with them. They should be labeled as such.
To do this, hover over the contact or company name within the deal and then click Actions > Edit association labels.
You can then attach the corresponding label, i.e. TPA, benefit firm, client.
PBM, Stop Loss,and PreCert should be added as we have them along with client contacts once the effective date is active.
For more details on Deal data, view this Knowledge Base article.