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How To Create a Deal in HubSpot
In this demo, you will learn how to create a deal in HubSpot.
On your dashboard, click on Sales to expand the options.
In the drop-down menu, select Deals.
Click on Create deal in the top right corner. In the pop-up, enter deal details, associating the deal with records or line items.
Finish up by hitting Create.
Note: There are also options for creating deals directly from associated records, emails via the HubSpot Sales extension for Chrome, Office 365, or Outlook, and automatically via workflows based on specific criteria.
