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
Creating Deals: Deal Home To create a deal manually: 1. In your HubSpot account, navigate to Sales > Deals. 2. In the Upper right, click Create Deal 3. In the right panel, enter the details of the deal. 4. In the Associate deal with section, search for and select the company and contact the deal is related to. 5.Click Create deal . If you want to create another deal, click Create and add another instead. All properties are set-up to similar to the properties we had on our last CRM. To note the properties marked with * are compulsory fields and must be completed before the Create button will show orange allowing you to successfully create the deal. End User is now a compulsory field and this is to allow us to track repeat customers.
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