D e a l s
8
A r d m a c Q u i c k T i p G u i d e
Creating Deals: Records
A deal record should be associated with the Contacts and Companies that are involved with the deal. This helps HubSpot with associating the relevant activities to the deal record. When you are interacting with someone through their Contact/Company Record via call or email, you can create a deal straight from this record without having to separately navigate to Deals. In the right panel of the Contact/Company Record, next to Deals, click + Add.
To create a new deal:
• Enter the details for your new deal in the Create a new deal tab. By default, the deal will be associated to the Contact/Company Record. • Once you’re done, click Create . A new deal will be created.
If there are existing deals that you want to associate the contact to:
• Click the Add existing deal tab. • In the search box, enter terms to identify the existing deal. • Select the deals you want associated to the Contact/Company record. • Click Save.
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