Quick summary
This walkthrough shows how to create a deal in HubSpot CRM using the Sales module. Follow the steps to navigate to the Deals section, fill in deal details, and save a new opportunity in just a few clicks.
Steps
- Click on "Sales" on your dashboard to open the Sales navigation menu.
- Select "Deals" from the drop-down menu to open the Deals list view.
- Click on "Create a deal" to begin adding a new deal to your pipeline.
- Fill out the details of your deal and hit "Create" to save and finalize the new deal.
