How to create a Deal in HubSpot

1. First, log in to your HubSpot account.

2. Click on "CRM".

3. Afterwards, click on "Deals".

4. Click on "Create deal".

5. Video Step (

6. Finally, click on "Create".

7. Congratulations!
You have successfully created a deal on HubSpot.

8. Enjoyed the guided demo?

This interactive demo/guided walkthrough on How to create a Deal in HubSpot was created using Supademo.

How to create a Deal in HubSpot : Step-by-Step Guide

Start by accessing your HubSpot account with your credentials. This will bring you to your personalized dashboard where you can manage your sales activities efficiently.

Once logged in, navigate to the main navigation menu and select the "CRM" option. This section is where all your customer relationships and sales pipelines are managed.

Within CRM, look for the tab labeled "Deals." This is your hub for tracking potential sales opportunities, their progress, and related customer information.

To start adding a new sales opportunity, click on the "Create deal" button. This will open a form where you can input all the relevant details for the new deal you want to track.

Need a quick walkthrough? Watch this video demonstration for a clear, step-by-step guide on creating deals in HubSpot.

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After filling out all the necessary information for your new deal, finalize the process by clicking the "Create" button. This saves your deal and adds it to your pipeline for tracking.

Well done! You’ve now created a deal in HubSpot. You can monitor its progress and update details as you work towards closing the sale.

Did you find this guided demo helpful? We hope it made navigating HubSpot’s deal creation process easier. Feel free to explore further features to maximize your sales efforts!

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