{"id":102026,"date":"2022-12-16T15:37:33","date_gmt":"2022-12-16T20:37:33","guid":{"rendered":"https:\/\/www.inmotionhosting.com\/support\/?p=102026"},"modified":"2023-06-19T16:51:08","modified_gmt":"2023-06-19T20:51:08","slug":"create-a-deal","status":"publish","type":"post","link":"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-a-deal\/","title":{"rendered":"How to Create Deals Using HubSpot"},"content":{"rendered":"<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"538\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/deals-hubspot-1024x538.jpg\" alt=\"How to Create Deals Using HubSpot - header image\" class=\"wp-image-102137\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/deals-hubspot-1024x538.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/deals-hubspot-300x158.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/deals-hubspot-768x403.jpg 768w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/deals-hubspot.jpg 1200w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><\/figure>\n\n\n\n<p>HubSpot allows you to track your customer interactions, including the opportunities when you or your customer have discussed the possibility of a deal. A deal is an agreement between you and a customer to purchase a service or product.<\/p>\n\n\n\n<p>HubSpot allows you to create, track, and manage a deal for your business. This tutorial will guide you through each option and describe the interface you will be using.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#create\">How to Create a Deal<\/a><\/li>\n\n\n\n<li><a href=\"#understanding\">Understanding the Stages of a Deal<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"create\">How to Create a Deal in HubSpot<\/h2>\n\n\n\n<ol class=\"article_list wp-block-list\">\n<li><a href=\"https:\/\/app.hubspot.com\/login\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Log into HubSpot<\/a>.<\/li>\n\n\n\n<li>Click on <strong>Sales &gt; Deals<\/strong> from the menu.<\/li>\n\n\n\n<li>On the Deals page, all existing deals are displayed in either List or Card view.<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"503\" class=\"wp-image-101800\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-deal-main-1.jpg\" alt=\"Create a deal page\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-deal-main-1.jpg 1048w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-deal-main-1-300x151.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-deal-main-1-1024x515.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-deal-main-1-768x386.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>Click on <strong>Create deal<\/strong> in the top right corner.<br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"663\" class=\"wp-image-101801\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-deal-form-1.jpg\" alt=\"Create deal form\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-deal-form-1.jpg 1056w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-deal-form-1-300x199.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-deal-form-1-1024x679.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/create-deal-form-1-768x509.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/li>\n\n\n\n<li>When creating a Deal, the following fields are required.<br> \u2022 Use the <strong>Deal name<\/strong> field to describe the Deal.<br> \u2022 Select the <strong>Pipeline<\/strong> the Deal belongs to.<br> \u2022 Select a <strong>Deal stage<\/strong> that describes the progress of the deal you are recording.<br> \u2022 Use <strong>Amount<\/strong> to record the value of the Deal.<\/li>\n\n\n\n<li>If you have a <strong>Close date<\/strong>, click on the date in the form to pick a date from the calendar.<\/li>\n\n\n\n<li>Select a <strong>Deal owner<\/strong> or click on <strong>No owner<\/strong> from the drop-down menu. This is used to indicate the person who is working the Deal, like a Sales Agent or Account Executive.<\/li>\n\n\n\n<li>Click on the drop-down menu for <strong>Deal type<\/strong> to select <strong>New Business<\/strong> or <strong>Existing Business<\/strong>.<\/li>\n\n\n\n<li>Select a <strong>Priority<\/strong> for the deal \u2013 <strong>Low<\/strong>, <strong>Medium<\/strong>, or <strong>High<\/strong>.<\/li>\n\n\n\n<li>The next section is labeled \u201cAssociate deal with\u201d and starts with Contact. Select single or multiple contact(s) from your HubSpot and click on the checkbox to include timeline activity.<\/li>\n\n\n\n<li>The next entry uses the Company contacts from your HubSpot CRM account. Like contacts, you can also click on multiple company contacts and include timeline activity.<\/li>\n\n\n\n<li>The final item in the Deal form is labeled <strong>Add a line item<\/strong>. If you have a product library, you can select an item and include quantity.<\/li>\n\n\n\n<li>You can scroll to the bottom of the form and click on <strong>Create<\/strong> to save your entries.<\/li>\n<\/ol>\n\n\n\n<p>Each of these items can be added during the creation of the deal or added to the Deal record later.<\/p>\n\n\n\n<p>The <strong>Deal page<\/strong> shows details of the deal in a 3-column format.\u00a0This is an example of a newly saved Deal:<br><br><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"674\" class=\"wp-image-101802\" style=\"width: 1000px;\" src=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/newly-saved-deal.jpg\" alt=\"Deal page\" srcset=\"https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/newly-saved-deal.jpg 1057w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/newly-saved-deal-300x202.jpg 300w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/newly-saved-deal-1024x690.jpg 1024w, https:\/\/www.inmotionhosting.com\/support\/wp-content\/uploads\/2022\/12\/newly-saved-deal-768x517.jpg 768w\" sizes=\"auto, (min-width: 1360px) 876px, (min-width: 960px) calc(61.58vw + 51px), calc(100vw - 80px)\" \/><br><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"understanding\"><strong>Understanding the Stages of a Deal<\/strong><\/h2>\n\n\n\n<p>It is important to understand the stages of a deal you have created with a customer or company.\u00a0There are six stages from which you can select:\u00a0\u00a0<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Appointment scheduled<\/strong> \u2013 a meeting has been scheduled to discuss the deal.<\/li>\n\n\n\n<li><strong>Qualified to buy<\/strong> \u2013 you have determined that the customer is qualified to purchase your service or product.<\/li>\n\n\n\n<li><strong>Presentation scheduled<\/strong> \u2013 a presentation highlighting your service or product has been scheduled<\/li>\n\n\n\n<li><strong>Decision maker brought-in<\/strong> \u2013 your deal has been moved to a decision maker.<\/li>\n\n\n\n<li><strong>Contract sent<\/strong> \u2013 a contract for your deal has been published and sent to the customer.<\/li>\n\n\n\n<li><strong>Closed won<\/strong> \u2013 the deal was closed, and the client was converted to a sale.<\/li>\n\n\n\n<li><strong>Closed lost<\/strong> \u2013 the deal was closed, and the client did not purchase.<\/li>\n<\/ul>\n\n\n\n<p>New deals will start with <em>Appointment scheduled<\/em>. Click on the drop-down arrow to select a different stage if necessary. Understanding the stage of a deal helps you to determine your next action toward the customer or potential customer.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\">\n\n\n\n<p>HubSpot provides a way to track the stages and information used in creating a deal.\u00a0Revenue can be improved by using the information gained in the experience of past sales. Understanding the history of your sales with a particular customer will help you to refine the steps that you take to close a deal more efficiently.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>HubSpot allows you to track your customer interactions, including the opportunities when you or your customer have discussed the possibility of a deal. A deal is an agreement between you and a customer to purchase a service or product. HubSpot allows you to create, track, and manage a deal for your business. This tutorial will<a class=\"moretag\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-a-deal\/\"> Read More ><\/a><\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[4553],"tags":[],"class_list":["post-102026","post","type-post","status-publish","format-standard","hentry","category-hubspot"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Create Deals Using HubSpot | InMotion Hosting<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.inmotionhosting.com\/support\/edu\/hubspot\/create-a-deal\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Create Deals Using HubSpot | InMotion Hosting\" \/>\n<meta property=\"og:description\" content=\"HubSpot allows you to track your customer interactions, including the opportunities when you or your customer have discussed the possibility of a deal. A deal is an agreement between you and a customer to purchase a service or product. HubSpot allows you to create, track, and manage a deal for your business. 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