How to create a deal

Navigate to Deals from the Sales drop down, click Create a deal and fill in all of the properties, associate a company or contact with the deal and then click Create.

From your Hubspot homepage, navigate to Sales and then to Deals

Click Create a deal in the top right corner.


Fill in all of the properties: deal name, pipeline, deal stage, amount, close date, deal owner, deal type and priority. 

Choose a company or a contact to associate the deal with and then click Create in the bottom left.