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Deal
Karan avatar
Written by Karan
Updated over 5 months ago

Let’s learn how to create a deal in HubSpot.

  1. Go to the contact for which you want to create a Deal for.

  2. Click on the HubSpot icon. The fourth button in the top bar will take you to the Deals section.

  3. Click on the New Deal button.

  4. You will get some default properties and you can also select and customize from a range of properties by clicking on the Edit icon.

  5. Reorder the Selected properties as per your convenience and click on the Apply button. (NOTE: This will only be applicable if you have chosen to Edit the default properties)

  6. Fill all the details and click on Save Deal and your deal will be created.

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