Use deals in HubSpot to track potential revenue through your sales process. For most instances, your Business Development Representative will create the deal for you. They will ensure all of the appropriate records are associated with the deal, such as contacts and companies involved in the deal. Once records are associated to a deal, HubSpot can associate the relevant activities to the deal record.
Create a deal from your deals index page
To manually create a deal:
- In your HubSpot account, navigate to Sales > Deals.
- In the upper right, click Create deal.
- In the right panel, enter the details of the deal.
- In the Associate deal with section, search for and select records the deal is related to.
- 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:
- In the right panel of the record, in the Deals section, click + Add.
- Enter the details for your new deal in the Associate new tab. By default, the deal will be associated to the record.
- Once you're done, click Create, or Create and add another to add an additional new deal.