D e a l s
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A r d m a c Q u i c k T i p G u i d e
Managing Deals In HubSpot, your deals index page is where all your deals are displayed. You can: • Have an overview of your deals in a table format or a board format. • Quickly filter deals based on their property values. • Create and save views that show only deals that meet certain criteria. • Bulk edit deals, including deleting them. In your HubSpot account navigate to Sales > Deals. Pipelines are already set up as default showing all the relevant Ardmac Business Units. To locate a specific deal within a certain Pipeline, you can enter a search item in the search box under the tabs. If you’re in the board format, to switch to the table view, click the View table icon in the upper left.
Similar to Contacts, Deals can also be filtered using the deal property dropdown menus, either the default or your own personalised filter.
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