How to Create a Deal in HubSpot

Create a deal from your deals home page

  • In your HubSpot account, navigate to CRM > Deals.
  • In the upper right, click Create Deal.
  • In the right panel, enter the details of the deal.

 

  • Click Create deal

Or

  • Click Create and add another.

 

Create a deal on a record

To create a deal from a record you want to be associated with the deal:

  • In the right sidebar of a record, in the Deals section, click + Add.

  • Enter the details for your new deal in the Associate new tab. By default, the deal will be associated to the record. 

Once you're done, click Create, or Create and add another to add an additional new deal.