Managing and Creating Deals
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Managing deals efficiently is essential for tracking your sales pipeline, improving organization, and closing more opportunities. Whether you're selling products, services, or long-term contracts, having a structured deal management system ensures you stay on top of revenue-generating activities.
HubSpot provides an intuitive Deals tool that helps sales teams track progress, manage contacts, and move deals through different stages of the sales cycle.
Let's discover setting up deals in HubSpot, customizing deal stages, and keeping your pipeline organized.
- Navigate to CRM → Deals from your HubSpot dashboard;
- Here, you'll find an overview of your sales pipeline, which includes: Open deals: currently in progress;
- Won deals: successfully closed;
- Lost deals: opportunities that didn’t convert;
- If this is your first deal, click Create Deal to start.
- Click Create Deal in the top-right corner;
- Fill in the required details: Deal name: choose a clear title (e.g., Car Purchase);
- Pipeline: assign the deal to a sales pipeline;
- Deal stage: identify its current phase (e.g., Appointment Scheduled);
- Amount: enter the estimated revenue for this deal (e.g., $100,000);
- Deal type: select New Business or Existing Business;
- Priority: mark the deal as Low, Medium, or High Priority.
Conclusion
Keeping your deals organized within HubSpot's Deals tool ensures you track progress, improve forecasting, and close deals faster. By properly managing deal stages, associating contacts, and adding line items, you can streamline your sales process and maximize efficiency.
1. Where do you create a new deal in HubSpot?
2. What does the deal stage represent?
3. Why is it important to associate a contact or company with a deal?
4. What is the purpose of adding line items to a deal?
5. What happens when you update a deal's stage in HubSpot?
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